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SALES NAVIGATOR
Standard Main View Set for Salespeople
Company View
Person View
Address View
Quick Set Action Items
Universal Notes Views
Proposals
Sample Report
Set Defaults
Report Selections
Action Items

Opportunities Tracking
Custom Profiles

Sales History

Attachments

Email & Literature
Multiple Word Letter Generation - Auto Mail merge

On-Line Catalog

On-the-Fly Report Selections

CUSTOMER SERVICE
Incident Summary Screen
Incident Detail Screen
RMA Screen
Call Types

ORDER ENTRY
Order Summary

Order Detail
Order Notes

REMOTE SYNC
Field Node Setup

Corporate Hub Setup
Corporate Nodes

     


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