ERM User Manual / Opportunities Creating New Opportunity
New opportunities should be created for every contact that you speak to who would like to make a booking but ...
ERM User Manual Sales Agent Daily Task and ACT Routine
The following are Daily Tasks and a Sales Agent's ACT Routine. While it is the daily procedures, things may change ...
ERM User Manual / Customer Add a New Customer to an Existing Company
To ADD a NEW CUSTOMER to an EXISTING COMPANY there are two options.
Quick Reference Page Contents:
Option 1: Add New Customer to Existing Company ...
ERM User Manual / Add New Order / Book Event Steps to Book an Event or Add New Order
There are a few ways to book an Event or Add New order. The easiest way is to find the ...