Discuss

• Manage Discuss
How to Start Meetings in Discuss Module
How to Create New Direct Messages
How to Create New channels in the Discuss Module
What is Discuss?

Calendar

• Manage Calendar
Settings
Reminders
Calendar

Dealers

• Dashboard
How to Manage Dealer Dashboard Page
• Dealer Configuration
How to Update Dealer Configuration Settings
• How to Manage Dealer
How to Schedule Meetings, Managing Opportunities, and Sales
How to Navigate and Manage Dealer Management Options and Actions
How to Add Internal Notes in Dealer
How to Add Invoicing Information for a Dealer
How to Add Sales & Purchase in Dealer
How to Add Contacts & Addresses in Dealers
• Dashboard
How to Create a New Dealer in Ceramic SAS

CRM

• Reporting
How to Manage Reporting in CRM
• CRM Configuration
How to Set Up Predictive Lead Scoring
How to Use Rule-Based Assignment
How to Manage Multi Teams in CRM
How to Add a New Lost Reasons
How to Create Tags
How to Set Up Recurring plans
How to Manage Customer Records
How to Add and Manage Sales Team in CRM
• Lead Management
How to customize Visits to Leads settings for better conversion
• Activity Management
How to Set Activity Types
How to organize and schedule activities
How to Manage and Monitor Activities
• Lead Management
How to Create a Quotation in CRM
How to Create a New Opportunity from a Lead
What is Lead Management
• Manage CRM
How to Manage CRM

Sample Request

• Manage Sample Request
How to Use the Sample Request Dashboard
How to Update and Manage Sample Request Configurations
How to Add Sample Request

Complaint

• Manage Complaint
How to Use the Complaint Dashboard in CRM
How to Configure Complaints in CRM
How to Create Complaint

Activity

• Manage Activity
Activity History
Reporting
How to See Activities (All Activity / My Activity) or How to Add an Activity Tag
• Activity Dashboard
Activity Type
Cancelled Activities
Overdue Activities
Today’s Activities
Completed Activities
Planned Activities
All Activities
How to See Activity Dashboard
• Manage Activity
How to Assign Activity to a Dealer

Sales

• Configuration Overview
How to Add Units of Measure
How to Create and Manage Product Attributes
Tags – Managing Sales Tags
How to Manage Shipping Methods
How to Manage Quotation Templates
Settings
• Products Overview
How to Manage Discounts, Loyalty & Gift Card
How to Use Pricelists Effectively in Sales Module
How to Add and Manage Product Variants & Attributes
How to Add a New Product – Product Setup Guide
• Manage Sales
How to Generate Invoice in the Sales module
• Order Management
How to Add and Manage Customer Records
How to Manage Sales Team
How to Manage and Create Sales Order
How to Create a Quotation in Sales module
• Manage Sales
Features of the Sales Module

Purchase

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