Week 1 – Meeting 2 e-manage ONE Structure Companies, Contacts, Projects

This is meeting 2 with a new customer (5/8/2017) where we fully explain and use the following:

  • The Search Panel
  • Company Locations / Vendors / Google Prospecting
  • Contacts and their relationship to Companies and Vendors
  • Marketing Campaigns, Lead Records, and Analysis
  • Starting a Project
  • Attaching a Furniture Specification File to a Project
  • Using the Specification File to Create a BOM / Estimate / Quote
  • Adding other items (i.e. Installation, Design, Project Management)
  • The e-manage ONE Customer Quote (settings and printing)

Related Videos

Week 2 - Meeting 4 e-manage ONE Inventory / Stacking Orders

Detailed discussions about inventory and / or stacking orders to manufacturers

Week 1 - Meeting 2 e-manage ONE Structure Companies, Contacts, Projects

This video explains Some of the basic structure of e-manageONE