The Sales Module is the key Module for your Sales Department. This Module allows you to create and manage customers, generate Estimates and Invoices, and receive Payments.

Note: Employees with access to this Module typically include Sales staff and Account Managers.

Key areas of the Module:

A. Queues provide Salespeople and Account Managers with a clear view of departmental workloads, enable job tracking throughout the workflow, and keep tasks up to date. Certain Queues assist with managing accounts receivable, while others prompt Sales staff to follow up with customers on Estimates and Approvals.

B. CRM: The Customer Relationship Manager lets you add and update information for both Customers and Prospects. You can record Notes from interactions and keep track of past activities and upcoming events.

C. Customers:  Manage your Customer settings here including creating a new Customer, adding Contacts, uploading company logos, and more.

D. Quick Price:  Quickly get a product price by skipping the customer information step. The Quick Price uses Tier 1 pricing without any customer-specific discounts or pricing. You can also convert a Quick Price into an Estimate or Order.

E.  Estimates:  Allows you to create new Estimates, as well as search for and edit existing Estimates. Customer selection is a required step. An Estimate can be converted into an Order.

F. Orders:  Allows you to create new Orders, as well as search for and edit existing Orders. Customer selection is a required step. 

G. Products:  Manage your Quick Products here by editing, enabling, disabling or deleting them.

H. Goals allow you to monitor sales vs goals, based on your selected period, and report, including Company Location, Salesperson & Income Account. System Goals can be set up by navigating to Management Module / Goals.

J. Company-wide Sales:  Allows you to monitor your Location in real time. This information is updated as projects progress through the workflow.