CRM

5.17 Mass Email Campaigns - Part 2 Creating a Mass Email

Apr/18/2010

Create Mass Emails through Tradepoint using these steps. More

May/13/2007

Opportunities is a sales tracking tool for Leads, Customers, and Resellers. Tradepoint CRM provides functionality for Sales Opportunities to be created and can be reported on. opportunities can be a part of the dashboard controls within the Work Center, visible to you when you login.

6.13.3 From a Quote to an Order

Oct/26/2008

Turn an existing Quote into an Order in just a few clicks with the steps in this article. More

6.24.1 Email Signatures

May/20/2007

Email Signatures can be created and managed through an Employee file or through an Employees Personal Tab within Tradepoint.

6.24.2 Email Functionality

May/20/2007

This article describes some of the advanced functionality within Tradepoint Email. More

6.24.4 Email Tracking Tools

Sep/23/2007

Tradepoint Email includes Integrated Tools to track your email messages as you send and receive them. More

6.29.1 Orders - Drop Shipping

Oct/19/2008

Tools for automatic generation of POs for easy drop shipping is explained in this article. Click here to learn more.

6.29.2 Tracking Tools for Drop Shipping Orders

Oct/26/2008

Track your Drop Shipped Order with the Purchase Order information that automatically shows within Orders. More

6.29.3 Web Orders

Apr/12/2009

This article explains the details within a Web Order each time one is created with a website using one of our Ecommerce solutions.

6.7 Call Logs

Jun/3/2007

Call Logs allows you to track verbal communications into and out of your company. Call Logs has the ability to link to Work Orders, Orders and other functions within Tradepoint.

CRM

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