CRM
Enquiry Modules →
Add New
This option enables you to add
enquiry and lead details in the database. Plus icon is been gi...
Sat, 9 Jan, 2016 at 5:24 PM
The overview page of all opportunities enables you to view and update various enquiry related activities assigned to any of the staff members.
Apart from...
Sat, 27 Feb, 2016 at 3:53 PM
Help
manual for lead related activities.
Activity
menu of enquiry module will let you to add, modify and manage lead
related activities into th...
Wed, 9 Dec, 2015 at 12:31 PM
The definitions of the default sales stages in ifnoss are as follows:
Prospecting – This is the first stage in the sales process and indicates ...
Wed, 20 Apr, 2016 at 2:13 PM
Enquiry status on dashboard - Unassigned - all enquiries which are not assigned to any staff Open - Enquiries whose status is assigned, in process, new and...
Thu, 17 Sep, 2015 at 7:51 PM
My
opportunities gives you an overview of all enquiry related activities
that were assigned to you. When you click to the edit icon of any
particluar lea...
Sat, 9 Jan, 2016 at 5:26 PM
Account
stores all the relevant details of the leads. It enables you to view
or update the personal details, lead details, previous qualification
detail...
Sat, 9 Jan, 2016 at 5:30 PM
Contacts enables you :
To view the contact
details of accounts
To delete the details
from account list.
The details
...
Sat, 9 Jan, 2016 at 5:31 PM
Enquiry --> Masters --> Numbering Format
You can set the numbering formats of leads ID and accounts ID from here. Following is the process -
...
Wed, 20 Apr, 2016 at 2:12 PM