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To be able to edit/update multiple records simultaneously, mass maintenance is used. Prerequisite: All Questions and possible Replies (e.g. in Dropdown lists) must have an ID. If there is no ID, this will be shown as a General Information in the mass maintenan...

You can start a workflow using this icon: If there are multiple workflows for the type, they are listed one below the other. The name comes from the task created in the backend. Basic Data First, fill in the basic data necessary for the workflow (corresponding...

Workflow - Summary - ongoing workflows The current owner of the workflow can be changed or the workflow can be deleted via the pencil icon. Colour code green: Status "In progress" red: Status "escalated" without colour code: not assigne...

There are 2 widgets available in the Orders type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Orders current month The basis for the count is the "Order date" field from the o...

There are 2 widgets available in the Quotation type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Quotations Current month The basis for the count is the "Order date" field fro...

Follow-ups due  Counts all follow-ups that are due today and in the past. The number shows the quantity of due follow-ups Red: There are due follow-ups Black: There are no due follow-ups The blue chart shows the quantity of all due follow-ups ...

There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Leads processed today The basis are the Activities and SalesLead that were Created...

Several options are available for entering products. The appropriate method can be chosen depending on the use case. The following Functions offer different ways to Add products to the Cart. Order template Predefined product list created in the backend, e...

Opportunity Win Rate The rate is calculated from the won opportunities in relation to all opportunities: Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities). Red: The...

Visits per Day Value shows the Average per Day (only days with at least one Visit are considered) Chart shows the last Year

Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.

There are 3 widgets available in the Complaint type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Complaint Current month The basis for the count is the field "Order date" from...

Searching  In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER. If you enter a partial text in the Search, all results containing this partia...

The devices should correspond to the current standard. Assume that devices that are 4 Years old or older cannot provide the necessary performance. Furthermore, ensure that you allocate enough storage space on the devices for Pictures. A subsequent increase in ...

Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link:      https://business.apple.com/#/enrollment/form Instr...

MDM Managed Configuration Basically, the Android app also supports a Managed Configuration, but this is only available if the app is provided via the Enterprise Play Store. In Intune, it is possible, if you have linked the Google Play Console (which is usually...

PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...

With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...