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