Company: Table Maintenance

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CurrenciesSystem_TableMaintenance_General

 

Most of the tables you can change directly from the form where it is used, e.g. Towns on the Customer Form.

However, if you want to set security settings for the forms like Towns, Suburb, etc., you must open the form from the Table Maintenance form.

To merge towns, select the Town button and then select the Change tab.

 

ConversationsCustomer Table Maintenance

The Label Names can be changed in the form Customer > Classification.

 

Customer_Sales_Pipeline

 

 

Sales Pipeline

In the sales pipeline, different stages track the progress of a potential sale.

Mark all stages where the sale failed as "Lost."

Mark the stage where the customer completes the purchase as "Won."

Include a "Cancelled" stage for cases where the client initially agreed to buy but later cancels.

 

Special Case: Qualification Stage

If a client fails the Qualification stage, do not mark it as "Lost."

The client may still decide to proceed with the purchase later.

 

Example Pipeline:

1.Qualification → (Fail: Not Lost)

2.Proposal Sent → (Lost if client declines)

3.Negotiation → (Lost if client rejects)

4.Closed - Won → (Customer purchased)

5.Closed - Lost → (Client decided not to buy)

6.Closed - Cancelled → (Client initially agreed but later cancelled)

 

Where it is used.

Sales Pipeline

Customer > Conversations

Conversation - About

What did you talk about. Customer > Conversations

Conversations - How

How did the contact take place. (E.g. email, visit, telephone etc.). Customer > Conversations

 

 

Keywords: Designation,Job Description,Job Function,Job Status,Job Task Types,Job Types,Merge Towns,Sales Pipeline,Table Maintenance,Towns / City