Download presentation
Presentation is loading. Please wait.
Published byIsis Knibbs Modified over 10 years ago
1
Login This is the Inaugural screen of the software. The software is password protected and It prevents unauthorized access to your data
2
User wise Follow-up / Task List Every time user logs-in. it displays all pending task for him. User can filter task only for today.
3
Task list with full follow-up Information
4
Setup Item Master
5
Select file from Contact Files Here you can create unlimited no of files like Common Addressbook, Exhibition Contacts, Staff Address.
6
Data Entry Screen-1 This is Data-entry screen, Besides name and address, you can store detail pertaining to business and personal detail like birthday-Ann day. You have drop down pick list available for all bulleted fields
7
Drop-down list for data entry fields To speed-up the data-entry and customers history maintenance, software provides pick list for most of the fields.
8
Data Entry – Assign multiple category Keeping one contact in multiple category, You can add, edit and delete any numbers of category and you can also search on it.
9
Data Entry – Select items interested Enter list of tours, destination and other services in which customer is interested
10
Data Entry Screen-1 This screen provide you to enter the customer liking, disliking or any other data for the information purpose
11
Contact List This is Excel type view with record filtering facility. You can filter out records for your search- word. This also provide records on various ascending and descending order of various fields as displayed
12
Enquiry form Enquiry consist of Tour interested, No of pax.. Rate and Date of traveling as DOD
13
Enquiry form- Other Detail Other detail like sales person, office staff, source information can be stored here. All fields are optional.
14
Enquiry History This screen maintain the list of all activity done for this enquiry
15
Quotation – Select Enquiry
16
Quotation – Select Terms
17
Quotation – Attachment List
18
Quotation - Header
19
Quotation - Footer
20
Quotation – Change status
21
Onscreen Party-wise Quotations
22
E-Mail Writer Enquiry form – close enquiry won, lost or partially won
23
Contact List This is Excel type view with record filtering facility. You can filter out records for your search- word. This also provide records on various ascending and descending order of various fields as displayed
24
Select letter from the library Your can search for particular text and replace that text with another text
25
Send personalized mails using group mailing After personalizing the mail by clicking on Send Mail button it will create personalized mails and keep all the emails in your outbox of the Microsoft Outlook.
26
Print Labels Here you can print Address label or Telephone diary or mailing list of selected records
27
Label with Tel No. 8 x 3 This is ( 8 x 3 ) Labels. It prints Address label with telephone which normally courier company ask for.
28
Print other reports Here you can print Address label or Telephone diary or mailing list of selected records
29
Phone Diary Address Continues Reports of Telephone diary with Address..
30
Company Detail
31
Power Search – Build & Save Rules This is Power0search screen. Here you are provided with unlimited option of search with multiple condition like field (Containing text, starts with, equal to, is blank, not blank) You can find out any record based on search condition you have specified.
32
View records by previously created rules This is Power0search screen. Here you are provided with unlimited option of search with multiple condition like field (Containing text, starts with, equal to, is blank, not blank) You can find out any record based on search condition you have specified.
33
Item Master List Prepare your Items/Service Master. This will help you to select Items from the list when enquiry comes from the customer. It also helps you to find out product-wise inquiries.
34
Enquiry Report of any date This is the best compact report for marketing executives. List out all the information of enquiry, address and other information
35
Quotation – Item-wise with status
36
Quotation List -City-wise
37
Quotation List – Sales Exec-wise
38
User Manager
39
Change user rights
40
THE END
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.