CRM Business Deals 2.0 - CRM and mobile Sales Management

Choose your language - Wähle Deine Sprache

 

For CRM Business Deals we're testing the translation-engine of Google. Choose your language from the list. During the next weeks we will make a finetuning on German and English translation. 

 

Für CRM Business Deals testen wir den automatischen Übersetzer von Google. Wählen Sie einfach Ihre Sprache aus der u.a. Liste. Während der nächsten Wochen werden wir das Feintuning der Deutsch-Englischen Übersetzung vornehmen.

The 'Contact Screen' is the initial entry point of 'CRM-Business-Deals'. Most actions and functions starts here and need the selection of a customer.

 

Functions of the Contact list:

Button

Function


?

switch to OnLine Help


+

create a new customer


new

add a new contact to the company


search

full text search in customer data


last

repeats last search


right characters

alphabetical index for fast scrolling



 

The Contact Detail view

 

Selecting a list entry will update the detail view. From here you will be led to the four customer related functions:

 

Button

Function


Edit address data and specifications for an existing customer



Create and present customer related business KPIs



Creates Proposal & Deals, let you utilize order lines from an item catalogue



Give an statistical overview of all proposal for the selected customer



Displays the mail history



 

 

The Menu bar:

 

The Settings menu in the menu bar leads to some general functions:

Button

Function


Filemanager to handle Archives, Reports, Database-Backup/Restore and Import CSV-Textfiled



Settings

General Settings Menu. Here you set your credentials, app appearance and behaviors, links for internet connection and calendar settings.