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Guided Tour Page 4 of 17
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Tender Management (Opportunity management) - quick and easy with templates, corporate design, you don't forget to fill in any information  …

Features

  • single level offers
  • multioffers (multilevel with suboffers)

Dokumente AngebotsmaskeInformation

  • owner (author)
  • category (type of quote)
  • PNO status (positive/negative/open, with
    probability and PNO reason)
  • date
  • valid until
  • competitors
  • monthly revenue
  • price base
  • class of goods
  • dangerous goods
  • detailed information (traffic, IMEX, country, traffic line, product, currency, terms of delivery, shipper/consignee, partner, frequency, amount of shipments, volume etc.)

(predefined screens with click menus, dropdown menus, for generating an offer document in your individual template)


 
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Index of the Guided Tour
  1. Introduction
  2. Management of appointments    & to dos
  3. Management of contacts
  4. Tender management
  5. Search functionality
  6. Workflow
  7. Partner, agent, and project management
  8. Key account management & potential analysis
  9. Consignee/shipper management
  10. Analysis of shipments
  11. Email, Outlook and Lotus Notes interface
  12. Reports and Statistics
  13. Analyses, reports and customer classification
  14. Campaign management
    & address revision
  15. Data warehouse
    & call center
  16. System settings & Admin-Tool
  17. Interface operative system, financial system & telephony

 


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