| Branch: 3.Administration |
Feature: Tools | Importation |Import individuals |
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| Description:Similarly to Companies and Contacts, there is an option to import individuals as a single .xls file, created according to an available template (only xls, xlsx, csv formats are accepted). Click on the link to download/open an empty template file, and fill out your data. Don't delete or rename columns. |
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| Branch: 7.Backoffice |
Feature: Tools | Importation | Import Sales |
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| Description:These applications is dedicated to let you compare the customer’s data with that of your company about sales, type of telephone, manager,… as it must be the same with each other. It is the fastest way to add or update their information in bulk and the customer information will be updated accordingly. This feature allow you to synchronize the data as well as the information. |
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| Branch: 7.Backoffice |
Feature: Database | Companies | Download the companies logo |
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| Description:This feature is designed to show the logo, download the logo and find the company. To download the logos, select “Download the logo” at the top of the page, it will run the process of download to one 100 percent. In this way, it helps to count the number of logos downloaded, companies processed, total companies, and certainly shown in the below. |
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| Branch: 1.CRM |
Feature: Call Center | Call Panel |
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| Description:This feature will help you know how many companies did you call, how long since you last contacted them and whom did we contact in every predefined target segment. |
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| Branch: 4.Project |
Feature: Specifications list |
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| Description:The Specifications feature allows defining the specifications for each technical project (feature/module). We should define the several components of the specifications such as the forms, the fields, the tables, the layout, and the process. |
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| Branch: 1.CRM |
Feature: Opportunities | Quotations list |
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| Description:Using this feature we can create & download the digital quotations in no time.
1. We can access to existing quotations and perform all the CRUD operations by right click or by clicking on the rightmost button (...).
2. Click on the quotation to view or download.
3. We can right click and send the quotation by mail to the customer.
4. We can filter the quotations by Customer, Project, Budget, Delivery Date etc. |
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| Branch: 2.Marketing |
Feature: All features |
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| Description:This feature is dedicated to list and describe all features within AtemisCloud. You can check and find out interesting functions they have |
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