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- Customers
- Agenda
- Address Book
Customers: The option used to specify the customers for whom the sales activities and opportunities will be recorded. All defined customers are listed when the customers option is clicked.
Agenda: The option allowing the salespersons to plan their time schedules. The date to be scheduled is specified on the Calendar pane of the window.
Address Book: The option providing access to the Contacts list recorded on the Customers/Groups option, and the special day information.
Sales Opportunities: The information about potential sales is recorded in the sales opportunities section. The information of each planned sales is recorded on a separate card.
Sales Activities: The option used to record the activities performed before the sales transaction in detail.
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