User contributions
From TrueERP wiki
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- 18:49, 9 January 2015 (diff | hist) . . (+477) . . 14 Reports (current)
- 00:22, 19 December 2014 (diff | hist) . . (+555) . . N 36 Contact To Customer (Created page with "= Overview = '''Contact To Customer''' '''Contact To Customer - Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Custome...") (current)
- 00:22, 19 December 2014 (diff | hist) . . (+468) . . N 35 Print Reminders (Created page with "= Overview = '''Print Reminders''' '''Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?''' 'Print Reminders' can be found in...") (current)
- 00:21, 19 December 2014 (diff | hist) . . (+447) . . N 34 What It Took (Created page with "= Overview = '''What It Took''' '''What It Took - Where would you look to find out "What It Took" to gain a new Customer?''' To see how much work and effort it took to turn...") (current)
- 00:20, 19 December 2014 (diff | hist) . . (+484) . . N 33 Sales Pipeline (Created page with "= Overview = '''Sales Pipeline''' '''Sales Pipeline - What information is available on the Sales Pipeline Report?''' So your 'Sales Pipeline Report' will show all the follo...") (current)
- 00:19, 19 December 2014 (diff | hist) . . (+264) . . N 32 Sales Ratios Report (Created page with "= Overview = '''Sales Ratios Report''' '''Sales Ratios Report - This report tracks Sales ratios against what?''' This report tracks Sales ratios against the 'Employee' and...") (current)
- 00:17, 19 December 2014 (diff | hist) . . (+357) . . N 31 Marketing Ratios Report (Created page with "= Overview = '''Marketing Ratios Report''' '''Marketing Ratios Report - This report tracks Actions and Sales ratios against what?''' This report tracks the amount of calls...") (current)
- 00:16, 19 December 2014 (diff | hist) . . (+478) . . N 30 Marketing Reports (Created page with "= Overview = '''Marketing Reports''' '''Marketing Reports - How do you access the Marketing Action List and what does it track?''' The 'Marketing Action List' can be access...") (current)
- 00:15, 19 December 2014 (diff | hist) . . (+380) . . N 29 Just Leads (Created page with "= Overview = '''Just Leads''' '''Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?''' Yes/No. Please go ahead a...") (current)
- 00:14, 19 December 2014 (diff | hist) . . (+43) . . 28 Reflected in Lead (current)
- 00:13, 19 December 2014 (diff | hist) . . (+356) . . N 28 Reflected in Lead (Created page with "= Overview = '''Reflected in Lead''' '''Reflected in Lead - What data is recorded against the Lead after it is created?''' Yes/No. Please go ahead and watch the video. So t...")
- 00:11, 19 December 2014 (diff | hist) . . (+540) . . N 27 Reminder Pop Up (Created page with "= Overview = '''Reminder Pop Up''' '''Reminder Pop Up - How do you set your Lead generated Reminders to load automatically upon logging into ERP?''' So within your 'Utiliti...") (current)
- 00:10, 19 December 2014 (diff | hist) . . (+433) . . N 26 Sales Order & Invoice (Created page with "= Overview = '''Sales Order & Invoice''' '''Sales Order & Invoice - Can you create either a new Sales Order or Invoice from a lead?''' You can create a 'Sales Order' and an...") (current)
- 00:05, 19 December 2014 (diff | hist) . . (+310) . . N 25 Source (Created page with "= Overview = '''Source''' '''Source - Why is it important to assign a Source to a Lead?''' A 'Source' is a great way of tracking how this 'Marketing Contact' heard from you...") (current)
- 00:03, 19 December 2014 (diff | hist) . . (+646) . . N 24 Lead Status (Created page with "= Overview = '''Lead Status''' '''Lead Status - How do you assign a Status to a lead and create a new status if required?''' So the Lead Status will be managed for the 'Quo...") (current)
- 00:02, 19 December 2014 (diff | hist) . . (+556) . . N 23 Converting Quote (Created page with "= Overview = '''Converting Quote''' '''Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?''' Once the '...") (current)
- 00:01, 19 December 2014 (diff | hist) . . (+411) . . N 22 Quote (Created page with "= Overview = '''Quote''' '''Quote - How do you create a Quote directly from a Lead?''' So if we jump into the 'Marketing' module, select 'Lead List' and select the lead by...") (current)
- 23:48, 18 December 2014 (diff | hist) . . (+472) . . 21 Email Information (current)
- 23:46, 18 December 2014 (diff | hist) . . (+522) . . N 20 Main Calendar (Created page with "= Overview = '''Main Calendar''' '''Main Calendar - What are some of the key benefits of the Main Calendar?''' From the 'Main Calendar' which is located in the 'Appointment...") (current)
- 23:45, 18 December 2014 (diff | hist) . . (+362) . . N 19 Appointment Notes (Created page with "= Overview = '''Appointment Notes''' '''Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?''' The 'Appointment' notes w...") (current)
- 23:44, 18 December 2014 (diff | hist) . . (+408) . . N 18 Appointment (Created page with "= Overview = '''Appointment''' '''Appointment - How do you create an Appointment from a Lead?''' Within the Lead Card, beneath the follow ups, there is a button that says '...") (current)
- 23:43, 18 December 2014 (diff | hist) . . (+249) . . N 17 Actions (Created page with "= Overview = '''Actions''' '''Actions - What is an example of an "Action"?''' So an example of an 'Action' would be, “What is your next move?” with this contact. So an...") (current)
- 23:42, 18 December 2014 (diff | hist) . . (+690) . . N 16 Follow Up (Created page with "= Overview = '''Follow Up''' '''Follow Up - How do you set a Follow Up with notes assigned?''' A follow up can be set against a contact from within the 'Lead List'. Open up...") (current)
- 23:41, 18 December 2014 (diff | hist) . . (+675) . . N 15 New Lead (Created page with "= Overview = '''New Lead''' '''New Lead - What are the different ways of loading contacts as Leads?''' You can create a new 'Lead' straight from the 'Marketing' module by c...") (current)
- 23:39, 18 December 2014 (diff | hist) . . (+394) . . N 14 Leads (Created page with "= Overview = '''Leads''' '''Leads - Do you understand that Leads is a way of tracking which Contact Types?''' 'Leads' is the way in which we track 'Marketing Contacts'. So...") (current)
- 23:38, 18 December 2014 (diff | hist) . . (+376) . . N 13 Follow Up Types (Created page with "= Overview = '''Follow Up Types''' '''Follow Up Types - How do you create a New Follow Up Type?''' So to create a new follow up type for the 'Lead' or 'Marketing Contact' c...") (current)
- 23:37, 18 December 2014 (diff | hist) . . (+382) . . N 12 Prospect vs Marketing Contact (Created page with "= Overview = '''Prospect vs Marketing Contact''' '''Prospect vs Marketing Contact - What is the key difference between these two contact types?''' A 'Marketing Contact' is...") (current)
- 23:34, 18 December 2014 (diff | hist) . . (+1,197) . . N 11 Prospects (Created page with "= Overview = '''Prospects''' '''Prospects - How is a Prospect created in TrueERP?''' There are two major ways to create a 'Prospect' inside of TrueERP. The first way is to...") (current)
- 23:33, 18 December 2014 (diff | hist) . . (+526) . . N 10 Telemarketing Lists (Created page with "= Overview = '''Telemarketing Lists''' '''Telemarketing Lists - What effect does the "First Line Only" radio button have on the Telemarketing List?''' The 'First Line Only'...") (current)
- 23:29, 18 December 2014 (diff | hist) . . (+886) . . N 9 Telemarketing Selection (Created page with "= Overview = '''Telemarketing Selection''' '''Telemarketing Selection - Can you select your newly created contact list and add Follow Up types as you make your calls?''' So...") (current)
- 23:28, 18 December 2014 (diff | hist) . . (+416) . . N 8 Telemarketing Script (Created page with "= Overview = '''Telemarketing Script''' '''Telemarketing Script - Can you create a Script for your Contact List?''' To create a Telemarketing 'Script' you need to go to the...") (current)
- 23:26, 18 December 2014 (diff | hist) . . (-715) . . 7 Contact Range Selection (current)
- 23:24, 18 December 2014 (diff | hist) . . (+388) . . 6 Telemarketing (current)
- 23:23, 18 December 2014 (diff | hist) . . (+1,109) . . N 5 Importing Marketing Lists (Created page with "= Overview = '''Importing Marketing Lists''' '''Importing Marketing Lists - Have you been shown how you can import Marketing Lists into TrueERP?''' To import a 'Marketing L...") (current)
- 23:21, 18 December 2014 (diff | hist) . . (+1,097) . . N 4 New Marketing Contact (Created page with "= Overview = '''New Marketing Contact''' '''New Marketing Contact - Can you create a new Marketing contact?''' To create a 'Marketing Contact' you need to go to the 'Market...") (current)
- 23:20, 18 December 2014 (diff | hist) . . (+502) . . N 3 Marketing Contact (Created page with "= Overview = '''Marketing Contact''' '''Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to?''' A 'Marketing Contact' is...") (current)
- 23:19, 18 December 2014 (diff | hist) . . (+688) . . N 2 Leads (Created page with "= Overview = '''Leads''' '''Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration?''' So 'Leads' can be found in the 'Marketing' modu...") (current)
- 23:18, 18 December 2014 (diff | hist) . . (+665) . . N 1 CRM, Marketing and Sales (Created page with "= Overview = '''CRM, Marketing and Sales''' '''CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?''' When we look at our...") (current)
- 23:14, 18 December 2014 (diff | hist) . . (+887) . . 8 Marketing (current)
- 00:02, 16 December 2014 (diff | hist) . . (+29) . . 1 Servicing Equipment (current)
- 00:00, 16 December 2014 (diff | hist) . . (+342) . . N 35 Service Pad (Created page with "= Overview = '''Service Pad''' '''Service Pad - Has the functionality of the Service Pad been explained for Windows based tablets?''' Yes/No. 'Service Pad' can be found in...") (current)
- 23:59, 15 December 2014 (diff | hist) . . (+671) . . N 34 Repair Details List (Created page with "= Overview = '''Repair Details List''' '''Repair Details List - Do you understand all of the different radio button display options that make this your "go to" report for re...") (current)
- 23:58, 15 December 2014 (diff | hist) . . (+227) . . N 33 Repair List (Created page with "= Overview = '''Repair List''' '''Repair List - How do you display all you current repairs and their Status?''' Do view the repairs and their statuses, go to the 'Workshop'...") (current)
- 23:57, 15 December 2014 (diff | hist) . . (-101) . . 32 Flag as Done (current)
- 23:55, 15 December 2014 (diff | hist) . . (+318) . . N 31 Invoiced Repairs (Created page with "= Overview = '''Invoiced Repairs''' '''Invoiced Repairs - How do you view a list of the invoiced repairs?''' From within the Repairs Card, you need to select the button 'In...") (current)
- 23:54, 15 December 2014 (diff | hist) . . (-143) . . 30 Repair to Invoice (current)
- 23:53, 15 December 2014 (diff | hist) . . (+286) . . N 29 Repair Status (Created page with "= Overview = '''Repair Status''' '''Repair Status - How do you update a repair Status?''' A Repair Status can be updated by flagging the repair as 'Done'. As well as creati...") (current)
- 23:51, 15 December 2014 (diff | hist) . . (+367) . . N 28 Attachments & Notes (Created page with "= Overview = '''Attachments & Notes''' '''Attachments & Notes - Where do you do add Notes and Attachments to the repair?''' Within the Repair Card select the button 'Notes'...") (current)
- 23:49, 15 December 2014 (diff | hist) . . (-333) . . 27 Follow Ups (current)
- 23:45, 15 December 2014 (diff | hist) . . (+606) . . N 26 Reminders (Created page with "= Overview = '''Reminders''' '''Reminders - How do you display these repairs in your reminders screen?''' Make sure that the 'Preference' has been selected. Go to 'Utilitie...") (current)
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