The video below features how we graphically display the most important and sensitive information of your company using widgets right here on your dashboard. Use the Funnel Management system tool to properly keep track of Leads, Opportunities and Projects within your company. There are 3 Funnel representations for Leads, Opportunities and Projects. There are also […]
Lead Funnel Management (LFM) helps your Sales people and your Sales managers to closely observe the sales process. When we talk about the sales process, we are talking about the flow of a Lead contacting the company, to the point when the Lead gets converted into a customer. Use the Lead Funnel Management system tool […]
Use the ‘Share’ function when you want to let other employees view and work with your Leads. This option is helpful if employees want to share the workload, or if someone has other information to add to the particular lead. They can quickly do this by following these easy steps. To access this function, go […]
In general, when someone starts to use the CRM, they upload and/or add contacts. That is usually the starting point, the initial step to start working with the CRM. In that case, if that contact is moving forward with your proposal, or whatever the next step would be in your company, then they become a […]
Don’t be afraid of having an huge amount of leads, you can easy import them in our CRM. The video below gives you step by step instructions on how to do the import. If you are a company that handles a few to a few hundred (even thousands) of leads, rather than […]
Activity Sets. How to create and apply a set of activities to your leads, opportunities and customers.
We added a new video into Web3Box Video Library that explains how easy is to create and apply Activity Sets to your leads, opportunities or clients. One of the most used functionality within a crm is “Add Activity”. An activity can be a phone call, a meeting reminder, an email to be sent or anything […]
Stages a Lead goes through from inception to being executed Intro: Web3Box CRM has the concept of Statuses for leads, like Contact Made, Proposal Sent, Shipped, …etc. However, several customers asked for Stages concept. And we created the interface and functionality that will be explained below. To make it easy to follow, I will split […]