ERM User Manual Sales Agent - Call Sales Daily Work Procedures
Follow each step below methodically to ensure accuracy and efficiency in the role of Sales Person/Phone Sales Rep.
You may require ...
ERM User Manual / Activities How to do a follow up activity?
Don't get confused with doing a Follow UP Activity and a Schedule Activity.
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A Follow up Activity occurs when you have ...
ERM User Manual / Customer Add a New Customer with a New Company
To ADD a NEW CUSTOMER and a NEW COMPANY follow these steps.
Click on the menu Customer then Add New Customer.
Fill ...
ERM User Manual / Opportunities How do I edit an Opportunity?
When the customer calls back or you do a follow up call for this customer or a customer who has ...
ERM User Manual / Activities What is a New History?
A New History is exactly as it sounds. It means you are making a new historical note based on either a ...
ERM User Manual / Add New Order / Book Event Deposits for Events, shows and products
Most of Iconic's events, shows and products require a deposit. Where a deposit is required, the amount for the deposit ...