login this is the inaugural screen of the software. the software is password protected and it...

Post on 30-Mar-2015

215 Views

Category:

Documents

0 Downloads

Preview:

Click to see full reader

TRANSCRIPT

Login

This is the Inaugural screen of the software. The software is password protected and It prevents unauthorized access to your data

User wise Follow-up / Task List

Every time user logs-in. it displays all pending task for him. User can filter task only for today.

Task list with full follow-up Information

Setup Item Master

Select file from Contact Files

Here you can create unlimited no of files like Common Addressbook, Exhibition Contacts, Staff Address.

Data Entry Screen-1

This is Data-entry screen, Besides name and address, you can store detail pertaining to business and personal detail like birthday-Ann day. You have drop down pick list available for all bulleted fields

Drop-down list for data entry fields

To speed-up the data-entry and customers’ history maintenance, software provides pick list for most of the fields.

Data Entry – Assign multiple category

Keeping one contact in multiple category, You can add, edit and delete any numbers of category and you can also search on it.

Data Entry – Select items interested

Enter list of tours, destination and other services in which customer is interested

Data Entry Screen-1

This screen provide you to enter the customer liking , disliking or any other data for the information purpose

Contact List

This is Excel type view with record filtering facility. You can filter out records for your search-word. This also provide records on various ascending and descending order of various fields as displayed

Enquiry form

Enquiry consist of Tour interested, No of pax.. Rate and Date of traveling as DOD

Enquiry form- Other Detail

Other detail like sales person, office staff , source information can be stored here. All fields are optional.

Enquiry History

This screen maintain the list of all activity done for this enquiry

Quotation – Select Enquiry

Quotation – Select Terms

Quotation – Attachment List

Quotation - Header

Quotation - Footer

Quotation – Change status

Onscreen Party-wise Quotations

E-Mail Writer

Enquiry form – close enquiry won, lost or partially won

Contact List

This is Excel type view with record filtering facility. You can filter out records for your search-word. This also provide records on various ascending and descending order of various fields as displayed

Select letter from the library

Your can search for particular text and replace that text with another text

Send personalized mails using group mailing

After personalizing the mail by clicking on Send Mail button it will create personalized mails and keep all the emails in your outbox of the Microsoft Outlook.

Print Labels

Here you can print Address label or Telephone diary or mailing list of selected records

Label with Tel No. 8 x 3

This is ( 8 x 3 ) Labels. It prints Address label with telephone which normally courier company ask for.

Print other reports

Here you can print Address label or Telephone diary or mailing list of selected records

Phone Diary Address Continues

Reports of Telephone diary with Address..

Company Detail

Power Search – Build & Save Rules

This is Power0search screen. Here you are provided with unlimited option of search with multiple condition like field (Containing text, starts with, equal to, is blank, not blank) You can find out any record based on search condition you have specified.

View records by previously created rules

This is Power0search screen. Here you are provided with unlimited option of search with multiple condition like field (Containing text, starts with, equal to, is blank, not blank) You can find out any record based on search condition you have specified.

Item Master List

Prepare your Items/Service Master. This will help you to select Items from the list when enquiry comes from the customer. It also helps you to find out product-wise inquiries.

Enquiry Report of any date

This is the best compact report for marketing executives. List out all the information of enquiry , address and other information

Quotation – Item-wise with status

Quotation List -City-wise

Quotation List – Sales Exec-wise

User Manager

Change user rights

THE END

top related