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The following operations are accessible within the Sales module:
A fast way of adding a Job while on the phone with a client. | |
Enter inventory from a telephone enquiry, which is used to generate a quote. The inventory can then be added to a new or existing Job. | |
Follow up on customer quotes and convert accepted quotes. | |
A link to the CRM module to manage corporate accounts. | |
Quickly respond to agent rate requests by creating quotes to agents. | |
Manually import inspection/survey details from MoveSurvey or Mobi. To be used in the absence of being able to sync over web. Job/Survey details can also be exported out of Moveware and imported into MoveSurvey or Mobi through this screen. |
Managing the sales process overall in Moveware is described in detail in Managing Sales in the Sales Diary.