Search Results

To create a client, access the clients data. then click on Add New. The five main additions for entering client data:1-Company name (if not available, add the client's name)2-Country3-Lead source (added manually through the admin account)4-C...

Recording calls From the Sales Pipelines, please click on Add New and the call data can be recorded. Then we select a call to record the data from the call with the customer    We enter the name of the company and the target item and then choo...

 To add leads :  There are two ways to create leads: -First: access the list of leads from the listThen choose Create Lead We entered the data then save Note!  There are five basic fields when adding leads :(customer name, country, lead source...

We can send an email to a client or multiple clients by clicking on "Send Email to Clients."   Then, search for the client using multiple methods, and click on "Create Email." Then, we fill in the details and click on "Send."

To export clients, we click on "Export." We select the number of clients to be exported. Then, we click on "Export."

Suppliers can be added in two ways:  1-Login to Suppliers and click on Add New Then we fill in the information and click Add 2-You can click Import from File Then we select the supplier file and click on Import

To track external sales, record visits, location and photos, select Sales Pipelines and then Add New Select Visit and fill in the information as we did for the call recording When you click on Use My Location. The location where you are actuall...

To add targets for the sales team:Click on the Targets menu to set a monthly, quarterly, semi-annual, annual, or monthly target, We click on Add New   We set the primary target: Like selecting the month you want to set a goal for, selecting ...

Action Results Reports : it contains 13 reports 1-Action Results Report:  It shows the number of customers and the number of action results that were performed on them. We can search through the report as follows: 2-Result Reaso...

To Add a complaint: Select Client Complaints and then click on Add New After clicking on Add New, we select the client   We fill out the complaint, respond to the complaint, and click Update  

To follow the complaint :   We log in to the complaint, click on follow-ups, and record the customer's follow-up and response to the complaint.

To add a hotel: From the home page: We click on Tourism CRM . We can add a new hotel in two ways :1- Click on Add New.    Add a new hotel data: Hotel Name , Stars , Address, Country, City , Postal code. Location . Contact information fo...

When searching for a client, we can search using the client's name, phone number, or through advanced search. First: We click on "Advanced Search" for a quick search on a specific report.We select the type of access to the records, then choose from the ...

To create a return invoice, select Returned Invoices From the returned invoices, a returned invoice is created. by clicking on Create New After selecting Create New The customer's data is selected or entered After that we select the Client Name: 1-...

Save the invoice as a PDF After pressing the save part Click on Download to download the invoice in PDF format

Send invoice by email Enter the email address to which the invoice is to be sent After entering the email address, click on Send to send the invoice by email.

To add a reservation: We click on Reservations and then click on Add New to add a new reservation for a customer When we click on Add New, three booking sections appear (Hotel reservation, Transportation reservation and Internal trips reserva...

انشاء عرض سعر بعد اختيار عرض سعر من قائمة الفواتير واختيار انشاء جديد بيتم ادخال بيانات العميل عميل دائم بيتم اختيار العميل من قاعدة البيانات الموجودة على السيستم او جديد بيتم تسجيل البيانات كامله الاسم الايميل التليفون العنوان بيتم اختيار الخصم من...

To Add a new real estate project: Click on Projects and then Add New. Enter real estate project data:   Project name - Owner's name -Code - Total area - Number of units - Area of the unit in the project Name of the company responsible for se...

To insert a new real estate unit Click on Items and then Add New Add unit data: