Put potential/deal on hold, lost or lost to competition

• Related Articles

• Adding a new account and a new contact through the potential/deal module in crm

  Previous tutorial videos showed you how to add a new account and new contact through separate modules or tabs in crm. Adding them separately will only be utilised to add information retrospectively while populating the crm to be inline with our ...

• Confirming deal details, lead source and service category

  When you get to the point that the potential client would be interested in a quote, you need to click on confirm deal details prior to adding a quotation. The below video explains the deal details which need to be confirmed and how to correctly ...

• Dos and don'ts of the sales journey on crm and projects

  Dos: - Always add information on the system during the sales journey and not after - Do not wait for the client to request a quote to actually log the sales journey. - Always think ahead before needing a add a new product to the system. IF you want ...

• Dealing with client complaints and raising cases related to a specific potential or deal

  A complaint can either come through negative customer feedback following client feedback request or directly through communication with a client. Below please find the different steps to be followed when dealing with negative feedback from a customer ...

• Creating a new potential with an existing account and contact

  IF you ever encounter a current company/ client who is interested in finding out more about all services offered at nouv, the below video link provides you with what you need to do on crm: Always remember that you have to use the crm to its full ...