Contents

The options under Salesman tools (beside the calendar) are only available if you have purchased the sales module.

·         Calendar

·         Customer

·         How to add a new customer

·         How to edit a customer

·         How to delete a customer

·         Field description customer

·         How to create search groups for customers

·         How to change customer search

·         How to delete customer search

·         How to group your customers

·         How to send email to several contacts

·         Sales project

·         How to add a new sales project

·         How to change a sales project

·         How to delete a sales project

·         Field description sales project

·         How to create search groups for sales projects

·         How to change sales project-search

·         How to delete sales project-search

·         How to group your sales projects

·         Documents

·         Field description Document templates

·         How to add a new document group

·         How to change a document group

·         How to delete a document group

·         Field description document group

·         Overview of documents

·         Bookmarks

·         Sales project approval

·         Credit control