Claru
media
Document: 3017.64
Modified: 23/09/2022 16:00
Created: 20/09/2022 09:50
Copyright: Clarumedia
https://clarumedia.com
Relator Help
/ Relator Help
Relator Help Documentation
Contacts
Search for a company / sole trader / contact
The advanced contact search
Save a contact search
Add a new company and contact (Royal Mail Lookup version)
(Video)
Add a contact to an existing company
(Video)
Edit a contact/company
Change the status of a contact
(Use when a contact has left a company)
Change the status of a company
(Use when a company has stopped trading or we no longer wish to trade)
CSV exports
Assign Attributes to a contact (mailing lists etc)
Convert a prospect into a customer
Jobs
Search jobs
Add a job
Edit a job
Quotes
Search Quotes
Create a quote
Edit Quote
Add a line item to a quote
Delete a line item from a quote
Create a line items group
Make a line items group be an options group
Edit quote ancillary documentation
Edit the quote estimated close probability
(Revenue forecasting)
Send Quote
View and download a PDF version of the quote
Clone Quote
Clone Quote to another company
Clone Quote to another job
Quote expiry and revalidation
Receive order against a quote
Quote Reporting
Create a current quote report
Create a sales forecast (sales manager and group)
System Admin
Edit quote templates