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Sales Automation
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Sample Request
Sample Request
Discuss
Manage Discuss
Calendar
Manage Calendar
Dealers
How to Manage Dealer
Dashboard
Dealer Configuration
CRM
Activity Management
CRM Configuration
Manage CRM
Lead Management
Reporting
Sample Request
Manage Sample Request
Complaint
Manage Complaint
Activity
Activity Dashboard
Manage Activity
Sales
Manage Sales
Order Management
Products Overview
Configuration Overview
Purchase
Orders Menu Management
What is Discuss?
How to Create New channels in the Discuss Module
How to Create New Direct Messages
How to Start Meetings in Discuss Module
Calendar
Reminders
Settings
How to Add Contacts & Addresses in Dealers
How to Add Sales & Purchase in Dealer
How to Add Invoicing Information for a Dealer
How to Add Internal Notes in Dealer
How to Navigate and Manage Dealer Management Options and Actions
How to Schedule Meetings, Managing Opportunities, and Sales
How to Create a New Dealer in Ceramic SAS
How to Manage Dealer Dashboard Page
How to Update Dealer Configuration Settings
How to Manage and Monitor Activities
How to organize and schedule activities
How to Set Activity Types
How to Add and Manage Sales Team in CRM
How to Manage Customer Records
How to Set Up Recurring plans
How to Create Tags
How to Add a New Lost Reasons
How to Manage Multi Teams in CRM
How to Use Rule-Based Assignment
How to Set Up Predictive Lead Scoring
How to Manage CRM
What is Lead Management
How to Create a New Opportunity from a Lead
How to Create a Quotation in CRM
How to customize Visits to Leads settings for better conversion
How to Manage Reporting in CRM
How to Add Sample Request
How to Update and Manage Sample Request Configurations
How to Use the Sample Request Dashboard
How to Create Complaint
How to Configure Complaints in CRM
How to Use the Complaint Dashboard in CRM
How to See Activity Dashboard
All Activities
Planned Activities
Completed Activities
Today’s Activities
Overdue Activities
Cancelled Activities
Activity Type
How to Assign Activity to a Dealer
How to See Activities (All Activity / My Activity) or How to Add an Activity Tag
Reporting
Activity History
Features of the Sales Module
How to Generate Invoice in the Sales module
How to Create a Quotation in Sales module
How to Manage and Create Sales Order
How to Manage Sales Team
How to Add and Manage Customer Records
How to Add a New Product – Product Setup Guide
How to Add and Manage Product Variants & Attributes
How to Use Pricelists Effectively in Sales Module
How to Manage Discounts, Loyalty & Gift Card
Settings
How to Manage Quotation Templates
How to Manage Shipping Methods
Tags – Managing Sales Tags
How to Create and Manage Product Attributes
How to Add Units of Measure
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