If you have the Invoicer add-on module, have attended the Introduction to contact management course, or are familiar with managing contacts using CONTACTfile or ContactMaker, this is the course will extend your use of the program to Quoting and Invoicing. Bring your own laptop if you can. If you do, your installation will be upgraded to the lastest version free of charge.

Program Function

• The concept of a job
• Distinguishing between Sales Tracking, Task Tracking, and running a Campaign
• Setting up tracking actions
• Task Tracker - being reminded to carry out the job in stages, as required
• Sales Tracker - follow progress with sales prospects, and measure how well the team are doing
• Campaign manager - run a sales campaign with a group of prospects
• How to integrate tracking techniques with Quoting and Invoicing