Creating a New Dealer in Ceramic CRM
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In Ceramic CRM, creating a new dealer involves entering essential information about the dealer, such as their name and various other details. This article will guide you through the process...
Dealer Management Options and Actions
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The small setting icon when clicked will show the below–mentioned options:
Add Contacts & Addresses in Dealers
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Click on Contacts & Addresses Tab You can add more contacts here if necessary. For the sales orders, the invoice and delivery address are provided. You can enter the phone...
Add Sales & Purchase in Dealer
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Click on Sales & Purchase Tab and then click on Add The Sales & Purchases tab, which only appears when the Sales, Purchase, or Point of Sale applications are installed/activated....
CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next...
Lead Management allows you to gather leads from several sources and track which ones meet the requirements to be considered as opportunities. Additionally, the CRM module assists you in generating...
Contact Tags: Under Contact Tags you may find many types of contact tags. It will show the contact tags as shown in the screenshot below. To make sorting options...
Scheduling Meetings, Managing Opportunities, and Sales
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Meetings: Once you click on Meetings, it will open a Calendar view, click on the date on which you want to schedule, then you will see a popup in which...
Calendar helps you manage all of your schedules and ensures that your job is done in an organized way. It keeps track of the details about your appointments and other...
The CRM module is made in a way that makes it simple to start a new quote in the Pipeline window at any point. Under the Sales tab, click “My...
