INTRODUCTION

• Introduction to BPOCRM
• Basic Reporting Examples

BPO_CRM CONFIGURATION

• Settings
  • General Settings
  • Custom CRM and Additional Data Captions
  • Configuration Notes and User Rights
• Session Options
• Settings
  • Quote Product Configuration
  • Email Settings - Salesman Signature
  • Account Settings
  • Calendar Sync Settings

• Salesmen Settings
• Salesmen
• Administrators
• Email Settings - Default Signature
• Salesmen / Customer Re-Assignments
• Salesmen Targets

• Customer Ranks
• Stage Gate Configuration

QUICK ADD OPTIONS

• Customer
• Contact
• Activity

PERFORMANCE MONITORS

• Activity Target vs. Actual
• Sales Performance
• Case Pipeline

LINKS & NOTIFICATIONS

• Cold Call
• Recommendations
• Warnings
• Customers
• Cases
• Activities
• Quotes
• View / Print / Email a Quote
• Clone a Quote

CURRENT ACTIVITIES

• Today
• Recent
• Calendar

CUSTOMER BASICS

• Introduction to the Customer Dashboard

CUSTOMER PAGE LINKS & NOTIFICATIONS

• Cold Call
• Recommendations
• Warnings
• Customers
• Cases
• Activities
• Quotes
  • Add / Edit a Quote
• View / Print / Email a Quote
• Clone a Quote
• Orders
• Invoices
• Credit Notes
• Customer Equipment
• Contracts
• Service Calls
• 3rd Party
• Files

CUSTOMER DETAILS

• Customer Information
• Add
• Edit Customer
• Add Contact
• Add Third Party
• Add Note
• Release Customer
• Maintain Customer Salesmen
• Create Cold Call
• New Activity
• Add Non-Case Quote
• Customer Details
  • View Addresses
  • Sales History
  • View Contacts
    • Show Sales/ Non Sales Contacts
    • Create a Case and Activity
    • Edit a Contact
  • Open Activities
  • View Notes
  • View Salesman / Additional Salesmen

SEARCH

• Search for a Customer / Contact

• CRM Release Notes