Login This is the Inaugural screen of the software. The software is password protected and It...
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Transcript of Login This is the Inaugural screen of the software. The software is password protected and It...
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