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General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android).  The image is scanned and sent to the server. It is then evaluated and the corresponding data r...

General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or ...

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  Display of the concre...

Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.

After the initial setup of the DeDeSales Client, you can activate the synchronisation for appointments and contacts as follows. Access permissions to the external apps are required; if necessary, permission prompts may appear when these settings are configured...

Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition...

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...

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...