Westcap CMS Call Management Contact Management Prospect Management
Select any of the menu items to see a demonstration. End
Adding note. System automatically enters user name and date/time stamp.
HTML with your own banner or logo at the top. You can set the system up to optionally sent in plain text or HTML with any Jpeg picture as a header/banner.
This shows the log. The check boxes select the records that you require to view.
Selecting “Follow-up due” causes follow-ups that are due for this user to be displayed. Green for today. Orange, more than a day. Red more than 6 days. Double-click the edit button to display the detail. Double Click
A record of follow-ups and s have been automatically added to the notes
You can forward a log by , only to someone entered as a user in the system. This facility may be used to dispatch jobs to a service person etc.
Select an action with a * to view the demonstration of the feature. Click on the close box to return to the menu. * * * *
The as received by the recipients (your own logo/header will appear)
Select any of the menu items to view a demonstration (click on the home button to return to main menu)
Details of your Sales People are entered here
Set up as many sales status types as you require
Double click
You can import data into your prospects database from spreadsheets or other applications.
You can import data into your contacts or prospects databases from spreadsheets or other applications.
Select the column number above where appropriate data appears
As well as mass ing by contact selection, contacts may be allocated to lists and the s sent from this screen
This is like “Sent Items” in Outlook.
Double click You can insert the details of the into a new log or contact
Mark as read Mark as unread Delete Right click
This is where you set up all your custom list details for your Phone Log, Contacts and Sales Prospecting
Thank you for watching the demonstration For further information, please call us Or Use your browsers back button to return to Westcap.co.nz