CRM view

This procedure is a CRM solution. It provides information about activities, customers, quotes, orders, and invoices as well as statistics for the selected seller, grouped in different sections.

Seller

In this field, select a seller. The person’s name and employee number are shown.

Activities

In this section you can view the seller’s activities. The seller’s activities are those for which the seller has been assigned as responsible for the activity. If you tap an activity, the description, date and time, person responsible, status and comments for the activity are shown.

Customers

In this section you can view the seller’s customers. You can also show all customers. The seller’s customers are those for which he/she has been assigned as seller. If you tap on a customer, it is opened in the Customer list procedure, where you can view information about the customer and edit certain information. You can find out more about what customer information you can edit in Customer list.

Quotes/Orders/Invoices

In these three sections you can view the quotes, customer orders, and approved invoices for which the seller is selected in each registration procedure in the Windows client. You can tap a quote, order, or invoice in order to view more information. At the bottom of the page, tap the link to open the document in PDF format.

Statistics

In this section, you can view different statistics for the seller’s customers by year selected.