Sales Portal A new account sales and customer relationship management system
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manage manager sales manage customer manage sales sales management system

Sales Portal Description

A new account sales and customer relationship management system Sales Portal is a true Web Application that is designed to keep it simple and effective for Sales Managers and Sales Forces for sales force automation (SFA), as well as individual professional sales people, who do not have the time or resources to maintain traditional CRM system. Here are some key features of "Sales Portal": · Maintenance over Data Migration options and Data Migration Tables added · Prospect Import changes for territory and status id - see below · Totally new Logic for outbound Emails - see below · Import - added check box to check for duplicates, plus added to appConfig.xml for automated imports · New Territories to default to Yes include in Information Portal reports · Prospect Last Change date - now updated if notes, contact, sales action or campaign is added or updated · New Search criteria added to work with prospects screen - see below · Fixed a bug on return to Calendar from prospect detail screen Requirements: · Java What's New in This Release: · The Printed Calendar both Weekly and Monthly now have a 2nd print button. This option will also print the Action Note. · When a new document is added, we now include the Creation Date and user. This will display on the prospect document view and document view. · Sales Portal now accepts orders from the eBusiness Suite as commission transactions. Salesmen and prospects need to be setup in the eBusiness Suite and are linked by their Salesportal ID. · If a commission is linked to a prospect, the commission will now display on the Prospect Detail Display screen. · We have added a migration log for tracking import and export status. This will be expanded on and add to the Infoportal Sales portal in a future release. · We have added a prospect import log to the database to allow you to audit prospect imports. · Email template has been added to the menu. This allows you to setup pre defined email responses that can be copied into an email. · We fixed a background processor error that occurred if you were doing multiple types of imports. · There are new database scripts to run · There new tags in xml_config/appConfig.xml: invoices add EMAIL_TEMPLATES at the end and for add ,0 or ,1 (activated) menu_options_enabled 1 and 2

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