What is Customer Portal? How do I provide Customer Portal access to my customers? How do I setup customer portal on my server? How do I personalize email template that will be sent to my customers? How do I configure Customer Portal? What is Customer Portal for my customers? How can my customers reset Customer […]

A Quote is a formal statement issued by a seller to the prospective buyer; basically, upon inquiry or request for a quotation. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts etc. Creating Quotes Individually You can easily create Quotes by entering information in […]

An invoice, or a bill, is a non negotiable itemized statement issued for the Products and Services rendered to the customer. It usually contains the Products or Services details, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts, and payment methods. Creating an Invoice individually You can easily create an Invoice by entering […]

What is an Opportunity? How do I enter Opportunities manually? How do I quickly create Opportunities with basic details How do I import Opportunities? How do I export Opportunities? How do I calculate forecast amount? How do I manage Opportunities? How do I set up notifications? What is an Opportunity? Opportunity represents prospect with plentiful […]

What is an Organization? How do I create Organizations manually? How do I quickly create a Organization record? How do I import Organizations from external source? How do I create Organization from convert lead option? How do I export Organizations to an external source? How do I manage records in Organizations module? How do I […]

Filters, or views, are used to separate desired records from the stack of other records, and capture them in a different bucket. For instance, you can quickly filter all the records in some particular territory and assign those records to your Sales Agent in that territory. You can also perform operations on the filtered records […]

What is a Contact? How do I create Contacts manually? How do I quickly create a Contact record? How do I import Contacts from external source? How do I create Contact from convert lead option? How do I export Contacts to a spreadsheet? How do I manage records in Contacts module? How do I gain […]

In simply CRM, Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify potential prospects. Generating Leads is supposedly the first step of Sales Process in simply CRM. A Lead record maintains information of a person, and the company he is associated with. You might generate Leads from trade shows, […]

A typical day of a sales person includes managing, tracking and following up activities that are scheduled to be done on present day. You can do all that with one single Calendar application in simply CRM. What do I see in Calendar Module? You can see a list of activities that are scheduled by you, […]

This tutorial is designed to explain the time period required to complete migration Open Source to On Demand The number of days required to successfully complete the migration ranges within 2-3 days. Following factors influence the migration time span Size of database The data present in the database — Missing tables, corrupted tables, misplaced values […]