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)
