Vertrieb
Sales settings, campaigns, product management and price lists. Guides on quotes, orders, delivery notes and invoicing in the sales process.
11 articles
Opportunities (sales projects): Total
Create sales project
BANT qualification
Potentials
Filter sales projects
Sales forecast
Templates and terms of payment
Offers
Campaigns
Settings for sales
Marketing
Comprehensive financial modules: bank accounts, booking templates, debtor documents, cash book, salary payments and more. Management of financial processes, dunning, asset accounting and year-end closing.
Set up Web2Lead forms