Westcap CMS

•Call Management

•Contact Management

•Prospect Management

Select any of the menu items to see a demonstration.

End

Adding note. System automatically enters user nameand date/time stamp.

HTML Email with your own banner or logo at the top.You can set the system up to optionally sent in plain textor HTML with any Jpeg picture as a header/banner.

This shows the log. The check boxes select the records that you require to view.

Selecting “Follow-up due” causes follow-ups that are due for this userto be displayed. Green for today. Orange, more than a day. Red more than6 days. Double-click the edit button to display the detail.

DoubleClick

DoubleClick

A record of follow-ups and emails have been automaticallyadded to the notes

You can forward a log by email, only to someone entered as a user in the system.This facility may be used to dispatch jobs to a service person etc.

Select an action with a * to view the demonstration of the feature.Click on the close box to return to the menu.

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*

The email as received by the recipients(your own logo/header will appear)

Select any of the menu items to view a demonstration(click on the home button to return to main menu)

Details of your Sales People are entered here

Set up as many sales status types as you require

Doubleclick

You can import data into your prospects database from spreadsheets or otherapplications.

You can import data into your contacts or prospects databases from spreadsheets or other applications.

Select the column numberabove where appropriate data

appears

As well as mass emailing by contact selection, contacts may be allocated to email lists and the emails sent from this screen

This is like “Sent Items” in Outlook.

Double click

You can insertthe details of the

email into a new logor contact

Mark as readMark as unreadDelete

Right click

This is where you set up all your custom list details foryour Phone Log, Contacts and Sales Prospecting

• Thank you for watching the demonstration

• For further information, please call us

• + 64 9 2803963

• Or email

• info@westcap.co.nz

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