CRM 6.15 Lead Details Oct/13/2005 Lead Details is one of the Lead tracking tools within Tradepoint's CRM section. Lead Details allows you to specify and track the sources of a Lead and many other details as well. More Back to top 6.16 Assigned Staff Oct/14/2005 Assigned Staff is a tool within the CRM section of Tradepoint which allows companies who use multiple staff members who maintain accounts to be assigned through this section. More Back to top 6.17 Request for Quotations Oct/14/2005 Tradepoint's CRM section includes the ability to generate RFQ's (Requests for Quotations) on a per contact basis. More Back to top 6.18 Entering and Editing an RFQ Oct/18/2005 This article explains the RFQ window within the CRM section of Tradepoint Business Management Software. More Back to top 6.19 3rd Party Information Oct/19/2005 The 3rd party information tab is a sales tracking tool within the CRM section of Tradepoint which allows you to track referrals through a Reseller. More Back to top 6.2 Entering and Editing Contacts Oct/13/2005 A CRM article outlining how to enter in and edit Contact information to a Contact's file. More Back to top 6.2.1 Entering Enquiries Oct/23/2005 The CRM section includes, Enquiries which is a tool to track simple Enquiries into your Company about any Products and Services your offer. More Back to top 6.2.2 Source Lists Sep/30/2006 CRM within Tradepoint provides a robust tool to manage any outward sales efforts using Source Lists from such places as Harris & Harris Infosource, SK & A Hospital data and many others. More Back to top 6.2.3 Enquiries Sep/30/2006 The enquiries section of Tradepoint CRM allows you to keep organized notes for every enquiry that are easily queried at a later date. Tradepoint CRM also allows you to use your enquiries data to create reports that even show ROIC (return on investment capital) for your marketing promotions. You will be able to see directly how your marketing initiatives have a result in new leads generated for your company. More Back to top 6.2.4 Leads Sep/30/2006 Tradepoint CRM's lead management system allows you to specify any sales or lead management process by creating your own custom category status ownership levels and more. More Back to top 1 2 3 4 5 6 7 8 Loading…