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
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