1 / 48

WELCOME TO

WELCOME TO. Click on Products. Click on SME. Click on Online Products >> SME >> Taxbase Suite : Sales Module >>Read More…. Click on Register. Fill Mandatory Fields and Click for Register Organization.

thompsonchris
Download Presentation

WELCOME TO

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. WELCOME TO

  2. Click on Products

  3. Click on SME

  4. Click on Online Products >> SME >> Taxbase Suite : Sales Module >>Read More…

  5. Click on Register

  6. Fill Mandatory Fields and Click for Register Organization

  7. On completion of registration you will received this message, Click on Login Now button to proceed

  8. A system generated email will be sent to your email ID you have entered while registration.

  9. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In.

  10. This is Admin Log in..

  11. Click on Company Definition to See the Company Information

  12. Click on Department Master and Define the Departments

  13. Here we can see Department Names

  14. Click on Designation Master and Enter the Designations

  15. Here we can see Designation Names

  16. Click on Employee Definition

  17. Define Level wise Employee for example : Define 1st Level as Managing Director

  18. Define 2nd Level as Director and Select Report To option as Level 1st Managing Director like define below Levels.

  19. Define 3rd Level as Manager Sales and Select Report To option as Level 2nd or 1st Director or Managing Director like define below Levels.

  20. Fill Mandatory Fields and if Telecaller Executive then tick Is Telecaller option click on Save button

  21. Here you will find list of employees

  22. Click on Product Master and Enter the Products

  23. Here we can see Product Names

  24. Click on Telecaller Lead Generation

  25. Telecaller will enter the Sales Call and click on Save button

  26. Click on Sales Call Data Entry

  27. Enter the Sales Call and click on Save button

  28. Click on Prospects

  29. Here you will find list of Prospects and can transfer the call to Sales Executive

  30. Select Sales Call Status as Order Done

  31. Fill the Order Details

  32. Click on Save Button

  33. Click on Sales Schedule

  34. Here you will find list of Sales Schedule

  35. Click on MIS Reports

  36. Click on Sales Call Details

  37. Here you will find the Sales Call Details Report

  38. Click on Call for Allocation

  39. Here you will find Call For Allocation details Reports

  40. Click on prospect List

  41. Here you will find Prospect List

  42. Click on Order Done Call Report

  43. Here you will find Order Done Call Report

  44. Click on Sales Schedule

  45. Here you will find Sales Schedule

  46. Click on Sales Call Statistics

  47. Here you will find Sales Call Statistics

  48. THANK YOU !!!

More Related