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First, create a job or contact/customer CRM definition. Pay attention to the status and the assigned customer list.  Then switch to the Tasks - Customer Satisfaction type. Enter the link to the success page (Mandatory) Enter the link to the cancellation pag...

Title Widget Widget Description Workflow Number of open workflows Colour code:  The corner turns yellow if you are the owner of an open workflow.   Click: opens the summary page   Available Customer details Start page dashboard ...

General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation History Header 1. To switch to Edit mode Note: Only visible if you have not entered the workflow via the dashboard. Widgets 1. Files (not for ORDER ...

The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...

Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header begins with the definition from the grid area. Function Explanation Jumps one item back in the ...

There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation Workflow is triggered when one of the following conditions from <Role>/Workflow applies: ORDER / Quotation Condition Header discount   ...

Title Widget Widget Description Listing Number of Items Available: Customer details Order Quotation  General Kebab menu ( )  Type Menu item Explanation Transfer Order Transfers all products from the lis...

Order and Complaint workflows are attached to specific role rights by default and cannot be influenced here. Individual Workflows For individual workflows, you define a definition. The name of the workflow should be a short description of the workflow. For e...

A workflow can consist of various steps that either build on each other or interact differently among themselves. 1. Select the definition of the workflow via the drop-down menu (Mandatory field). 2. Assign a name (Mandatory field). 3. If your workflow consist...

Title Widget Widget description Cart Available: Order entry General Kebab menu ( ) Type Menu item Explanation   without product selection the kebab menu is inactive Product details only with product selection ...

To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the Tasks & CRM section. You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition". Choose a meaningful Name ...

Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name for the costs. You can enter the generated costs here The Date on which the costs were incurred If desired, enter a suitable Lead Definition Optionally enter a...

If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If a query must be completed when closing an Opportunity, it must be created with the ID "CLOSE". This means that an Opportunity can only be Completed if the query is...

Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it there. However, it occasionally happens that the user has made errors during input that prevent automatic evaluation of the job or distort the data. For this purpose...

  Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report *all listed fields can be used as defined Name x x * Agent number x x (Visits), x (DailyReports) * Date x x * Week no. x * ...

An evaluation of the opportunities from the last 12 months can be found in the backend under Evaluation - STATISTICS - Opportunities. The report can be exported.

To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the desired lead definition and switch to the tab CRM Evaluation. These lists can be exported to Excel as usual.

Title Widget Widget description Customer details   General Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Kebab me...