Author: bbragg

The purpose of these alerts are to notify other users of any internal updates. Alerts are created within the Admin Module under ‘Alerts’ and can […]

Sales Analytics > Customer Comparative Sales This screen allows you to compare sales from two different time periods at a customer level. Once you arrive […]

Add Users To add users to the platform, you must have full access to the Admin module. Navigate to the User Management screen and click […]

SMART Maps – Visual Mapping Tool SMART Maps is a visual mapping tool that allows you to locate all customers and competitors on a map. […]

Add Prospect Customers > Add Prospect Customers A Prospect Customer is an account which have not yet purchased from your organization. Add these customers to […]

Add Contacts Contacts > Add New Contact Documenting each customer interaction allows you to manage and track your customer relationships through every step of the […]

Customer Information Pop-up Throughout the platform the I icon will appear within multiple pages- anytime you would like to see detailed customer information, click on […]

Customers > Manage Customers The Send Email feature allows for quick, one on one communication with a selected customer right from Manage Customers. These interactions […]

Add Staff Members: Customers > Manage Customer Staff Keep your customer interactions organized by adding individual staff members of each account to CRM. This is […]

Fast Lane The Fast Lane allows users to view quick reports for accounts with high sales potential, successfully manage key customer relationships, and schedule these […]