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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.

Create the Target agreement in the backend under Order support / Data collection / Target agreement. You have the option to download an Excel file and upload it again after filling it out. You can create individual records via the "Add Target agreement" button...

Setting up the connection 1. Register app Log in at https://entra.microsoft.com. Now click on “App registrations”. Then click on “All applications”. Now create a new registration by clicking on “New registration” at the top. Under “Name”: enter “DeDeSales Ex...

The Msg Root folder is checked directly, with known folders such as Junk, Deleted, Drafts etc. being ignored except for Inbox and SentItems. Thus, all user-created folders for the emails are taken into account. If the email is in the inbox or one of its subfol...

Set the desired configuration in your client and perform a Data Transfer. Subsequently, in the DeDeSales backend under Basic configuration \ Settings \ "Apply Client Column configuration", the column configuration can be applied one-time for an Employee role.

General Users are responsible for operating the backend. They have nothing to do with the menu item Basic configuration - Employee. A user can also have a client, but this is not mandatory. You can restrict the views of backend users. Please read the section R...

General This section concerns the determination of what a User is allowed to do in the backend and should not be confused with the Roles in the Basic configuration area. Create a new Role using the green plus. Assign a meaningful name and press the "Next" butt...

At this point, you change the password of the backend user with which you are currently logged in. It is not possible to change the password of another user.

Here you get an overview of your currently issued licence. Licences can only be processed by DeDeNet. So if you want, for example, to have another device or a new module licensed, please contact DeDeNet GmbH.

The Log files section is divided into 4 areas. It is recommended not to enable this section for all Users, as it could lead to confusion.  The Date can be freely selected, however the logs are Deleted after a certain period. System Here you can find, for examp...

The total import is started every night at a set time by a task. Use the button if you want to provide new data to all employees again during the day. WARNING: It may be that the total import takes longer, depending on the amount of data to be retrieved.

Per diem rates If you have licensed the Daily reports module, you can enter per diem rates and corresponding deductions here. Multiple rules can be stored, e.g. for absences of 8 and 24 hours, or different amounts for different cultures. Use the green plus at ...

Evaluation - STATISTICS Download of the pre-generated data from the daily and visit reports

Evaluation - STATISTICS - Photo documentation

You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel. The name of the Lead All customers or a selected customer list If available, the associated Campaign The validity period of a Lead The status o...

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.

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...