Sales Automation - CRM

CRM - Tickets

Monday, 25 January 2016 13:34 ,Sales Automation - CRM
Introduction Comidor's Ticketing system can help organizations handle their Issues and monitor the progress of their resolving path. Tickets are connected with an email receiving these "action-to-do messages" from customers. Procedure Firstly, from the Settings in the 3-bar button on top right, user should fill in the Ticketing related email address in order to able to receive the tickets through Comidor. Also, the recipients and how these would be notified should be set from the same point. As the email is connected with the Ticketing system, every time someone is sending an enquiry, a new Ticket is automatically created and…

CRM - Site Analytics

Monday, 25 January 2016 11:01 ,Sales Automation - CRM
Introduction How about tracking your website traffic straight from Comidor CRM? You can monitor and check who has visited your website and when, see analytics and get an overview of your site flow. Procedure When entering Site Analytics, first thing should be to get familiar with the actions and tools that this Unit provides you with. From the 3-bar button at top right, user can take a script from the "Generate Script" option and put it in the website would like to track. Then, user can see the website "visits" as entries in the Site Analytics general view. For every…

CRM - Leads

Monday, 06 July 2015 14:48 ,Sales Automation - CRM
Introduction: Comidor Leads unit has been created in order to successively helping you have a close look to your potential customers. It is very important to have all available information about that person in one place and the most critical point of all is the option of changing its lead category and monitoring how things run in your Leads race. Of course, you can also connect your Lead with several objects (e.g. an Opportunity). Procedure: Creating a new Lead Adding as more information as we know about a Lead, is as important as adding details of a Contact. Knowing the…
Introduction: Comidor Opportunities are here to help you organize your potential deals. Create, edit and manage your opportunities and finally, if you close the deal turn your opportunities to Contacts automatically. Procedure: Creating an Opportunity Users can create an opportunity by clicking on the plus button. After that, they can fill in the appropriate data like Basic info, Scheduled and execution time and date, durations and make the necessary linkings. Important Information! It is important at this stage to set the Opportunity's stage and relations. The reason behind this is that in case you change its status, Comidor will ask…
Introduction: Comidor Contracts Management System is here to organize any kind of contracts that a business has, either with its clients or not. All Contracts can be categorized according to user's needs and can also be related to several Comidor entities. Procedure: Creating a contract To create a New Contract, simply click the new (+) button. Now fill in the Title of the contract, categorize it correctly and continue filling the value and from/ to dates. After that, the user can relate the contract with the appropriate Account and Document, along with a small Description for it. Click Save and…
Page 1 of 2