Sales

• Opportunity
  • Reminders to Follow Up on Opportunities
  • Auto-assign Opportunities to Sales Executives
  • Auto-close Opportunities
  • Create a Quotation
  • Create a Supplier Quotation
  • Capture the Reasons and Competitors for Lost Opportunities
  • Minutes to First Response
• Customer
  • Multiple Contacts and Addresses
  • Allow creation of Sales Invoice without Sales Order and Delivery Note
  • Set Tax Withholding Category
  • Default Currency and Price List
  • Integration with Accounts
  • Credit Limit and Payment Terms
  • Sales Team and Sales Partner
  • Loyalty Program
  • View Accounting Ledger and Accounts Receivable
  • Set Customer Id, Default Customer Group, Territory, and Price List
• Contact
• Address
• Appointment