1. WELCOME TO

2. Click on Products

3. Click on SME

4. Click on Online Products >> SME >> Taxbase Suite : Sales Module >>Read More…

5. Click on Register

6. Fill Mandatory Fields and Click for Register Organization

7. On completion of registration you will received this message, Click on Login Now button to proceed

8. A system generated email will be sent to your email ID you have entered while registration.

9. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In.

10. This is Admin Log in..

11. Click on Company Definition to See the Company Information

12. Click on Department Master and Define the Departments

13. Here we can see Department Names

14. Click on Designation Master and Enter the Designations

15. Here we can see Designation Names

16. Click on Employee Definition

17. Define Level wise Employee for example : Define 1 st Level as Managing Director

18. Define 2 nd Level as Director and Select Report To option as Level 1 st Managing Director like define below Levels.

19. Define 3 rd Level as Manager Sales and Select Report To option as Level 2 nd or 1 st Director or Managing Director like define below Levels.

20. Fill Mandatory Fields and if Telecaller Executive then tick Is Telecaller option click on Save button

21. Here you will find list of employees

22. Click on Product Master and Enter the Products

23. Here we can see Product Names

24. Click on Telecaller Lead Generation

25. Telecaller will enter the Sales Call and click on Save button

26. Click on Sales Call Data Entry

27. Enter the Sales Call and click on Save button

28. Click on Prospects

29. Here you will find list of Prospects and can transfer the call to Sales Executive

30. Select Sales Call Status as Order Done

31. Fill the Order Details

32. Click on Save Button

33. Click on Sales Schedule

34. Here you will find list of Sales Schedule

35. Click on MIS Reports

36. Click on Sales Call Details

37. Here you will find the Sales Call Details Report

38. Click on Call for Allocation

39. Here you will find Call For Allocation details Reports

40. Click on prospect List

41. Here you will find Prospect List

42. Click on Order Done Call Report

43. Here you will find Order Done Call Report

44. Click on Sales Schedule

45. Here you will find Sales Schedule

46. Click on Sales Call Statistics

47. Here you will find Sales Call Statistics

48. THANK YOU !!!