After Sales
Leads / Prospects / Customers
- Winner Bizz integration with FranFinance (France Only)
- Financing simulator calculator: calculate based on the monthly payment
- Financing simulator
- Business finder
- Quotation deadline and reminder
- Sales step statuses
Statistics
Building component
- Introduction
- Getting familiar with the vocabulary of the Building Component
- How do I create a building project?
- From building project to Final building project
- Invoicing & payment calendar
- Summarised Workflow
Printing
E-signature
- E-signature: Test environment
- E-signature : SMS code validation
- Send e-signature contracts into workspaces
- How to setup an e-signature
- How to activate the e-signature feature
- How to follow the status of a sent sales contract
Sales objectives
Customer
Customer order control
- How to activate the Customer Order Control function
- Focus the control on the right alternatives
- Personalise user rights
- Exchange with team workers
- Visualise sales steps
- Filter alternatives by status