File Maintenance

• Account Setup

• Contacts

• Marketing Files

• Opportunities

Daily Transaction Processing

• Telemarketing Entry

• Telemarketing Script

• Inquiry

• Maintenance

• Order Entry

Opportunity Entry

• Tracking Activity

• Creating Call List

• Closing Opportunities

Account Information Window

• Reviewing Opportunities

• Reviewing Activities

• Entering / Updating Quotes

• Customer / Prospect Inquiry

Inquiries

Reports