Go to: Company > Extra > Table Maintenance

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

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.

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

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.