Online Sales & Service Management Software from Celexsa
How the app works? User clicks the start button in one of the lists. For Service Page Updation Enters into the update page and fills the Start date and date Selects the status Dropdown list(Present right side to the status text and above the start date) Next enters the remarks and then the number of calls More resources Zone Master – How to add and use it
Menu Link:Enquiry -> Follow Up List This list / report is for executives who can view their own follow up and unscheduled enquiries. Executive can Set Schedule, Update an Follow Up, Create Quotation from this report. Search for follow ups based on Date range, Follow up Status, Enquiry Status and keyword. Following actions can be done from this list. Some actions may not be available depending upon the enquiry status and follow up status. Set […]
Click add to add schedule Click save to save Follow Up details. More resources How to Schedule Service Follow up info Details
Menu Link –> Enquiry -> Enquiry Entry Select Status Enter Remarks Enter From Time Enter To Time More resources How to Schedule Service Follow up info Details