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- 17:04, 27 May 2011 diff hist +1,262 N Customer Lists Tab Created page with "The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. File:CustomerListsTAb.jpg..." current
- 17:02, 27 May 2011 diff hist 0 N File:CustomerListsTAb.jpg current
- 13:44, 27 May 2011 diff hist +3,250 N Rates Tab Created page with "The rates tab is where you can set up special pricing for the customer and tax information. File:RatesTab.jpg {| | style="width: 1.45in; border-width: medium medium 1pt; bord..." current
- 13:08, 27 May 2011 diff hist +6,284 Nm Install Info Tab Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid..."
- 12:45, 27 May 2011 diff hist 0 N File:InstallInfoTab.jpg current
- 12:18, 27 May 2011 diff hist 0 N File:RatesTab.jpg current
- 12:10, 27 May 2011 diff hist 0 N File:Account.jpg current
- 21:45, 26 May 2011 diff hist -5 Account Tab
- 21:43, 26 May 2011 diff hist -42 Account Tab
- 21:41, 26 May 2011 diff hist +34 Roles: Sales Person current
- 21:36, 26 May 2011 diff hist +2,966 N Account Tab Created page with "On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of th..."
- 21:15, 26 May 2011 diff hist +5 Details and Settings - Customer current
- 20:42, 26 May 2011 diff hist +3,191 N Details and Settings - Customer Created page with "On this tab, you can track the site, billing and mailing address using the tabs along the left. All of these addresses can be the same or they could all be different. '''If th..."
- 20:26, 26 May 2011 diff hist +275 N Overview of Customer Tabs Created page with "A customer record provides comprehensive information about your customer including contacts, time and date stamped notes, access to order history and customer equipment, account ..." current
- 20:25, 26 May 2011 diff hist +289 N Creating Customers Created page with "There are a couple ways to create a new customer. # Select New > Customer. (image on right) # The Customer module will open with an empty customer record. # Fill out the recor..." current
- 20:22, 26 May 2011 diff hist +100 SME - Customers Module
- 20:14, 26 May 2011 diff hist +837 N SME - Customers Module Created page with "* SME - Customers Module ** 1 Creating Customers ** 2 Overview of Customer Tabs *** 2.1 Details and Settings - Customer *** 2.2 Account Tab *** 2.3 Rates Tab *** 2.4 Install Info..."
- 19:41, 26 May 2011 diff hist +1,461 N SME - Inventory Module Created page with "* SME - Inventory Module ** 1 Inventory Module ** 2 Inventory Item Summary ** 3 Create a New Inventory Item *** 3.1 Details and Settings Tab - inventory item *** 3.2 Ordering Inf..."
- 19:22, 26 May 2011 diff hist 0 N File:ServiceItem.jpg current
- 19:21, 26 May 2011 diff hist 0 N File:SearchSales.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:SalesDetails.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:Proposal.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:Activities(2).png current
- 19:19, 26 May 2011 diff hist 0 N File:ConvertProposalMenu.jpg current
- 19:17, 26 May 2011 diff hist +6 Roles: Sales Person
- 19:15, 26 May 2011 diff hist +326 Roles: Sales Person
- 19:07, 26 May 2011 diff hist +34 Roles: Sales Person →Track and follow-up with existing sales leads
- 19:05, 26 May 2011 diff hist 0 N File:SearchForSales.jpg current
- 18:57, 26 May 2011 diff hist +46 Roles: Sales Person
- 18:56, 26 May 2011 diff hist +30 Roles: Sales Person
- 18:46, 26 May 2011 diff hist +1,568 N Enter and follow-up on proposals Created page with "Enter and follow-up on proposals Proposals are used for actual proposals or for tracking opportunities. You can start entering a proposal as soon as you have a qualified lead an..." current
- 18:45, 26 May 2011 diff hist +728 N Enter new sales leads Created page with "Enter new sales leads Before entering a new sales lead, be sure to check if the lead already exists as a customer or sales lead in the system. Follow the search procedure above...." current
- 18:44, 26 May 2011 diff hist +2,134 N Track and follow-up with existing sales leads Created page with "Track and follow-up with existing sales leads Tracking sales leads requires going through or getting to the sales lead. So the first step is organizing to find sales leads. Ther..." current
- 18:40, 26 May 2011 diff hist +9,751 N Roles: Sales Person Created page with "Sales Role In SME Sales people need to close sales, obviously. Doing this requires diligent tracking of sales leads, customers, and proposal opportunities. The following are co..."
- 15:17, 26 May 2011 diff hist +31 Inventory Stock Levels
- 15:08, 26 May 2011 diff hist +894 N Inventory Stock Levels Created page with "In each inventory item you can track your stock levels and see how many parts are available for orders and how many parts are reserved on orders. Circled in the image below, you ..."
- 15:08, 26 May 2011 diff hist 0 N File:StockSummary.jpg current
- 15:00, 26 May 2011 diff hist +85 N Material Allocation Created page with "Material Allocation Created by: High5, Last modification: Thu 30 of Dec, 2010 (03:11)"
- 14:43, 26 May 2011 diff hist +6 SME 7.1 - New features and functionality
- 14:42, 26 May 2011 diff hist +8 SME 7.1 - New features and functionality
- 14:40, 26 May 2011 diff hist +372 SME 7.1 - New features and functionality
- 14:01, 26 May 2011 diff hist +281 SME 7.1 - New features and functionality
- 13:50, 26 May 2011 diff hist -96,716 SME 7.1 - New features and functionality
- 13:47, 26 May 2011 diff hist +96,716 SME 7.1 - New features and functionality
- 13:45, 26 May 2011 diff hist -96,716 SME 7.1 - New features and functionality
- 13:34, 26 May 2011 diff hist +119,772 N SME 7.1 - New features and functionality Created page with "<div class="content"><p> </p> <p> </p> <p><span style="font-size: medium;"><strong>NEW SME 7.1 FEATURES</strong></span></p> <p><span style="color: rgb(255, 102, 0);"><s..."
- 23:28, 25 May 2011 diff hist +42 Views
- 23:00, 25 May 2011 diff hist +4 Manager or Owner using SME current
- 22:59, 25 May 2011 diff hist 0 N File:SearchServiceOrders.PNG current
- 22:58, 25 May 2011 diff hist 0 N File:ProfitLossReport.PNG current
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