General Questions
Ans - eMsales is a CRM application to help enterprises in meeting the goals of customer relationship management.
Ans - eMsales helps enterprises by organizing customer data in a centralized online database.
Ans - The Action option facilitates to edit, view and delete various files.
Ans - Under Schedule menu, we can view employee work schedule details like work assigned , scheduled hours and action notes.
Ans - Add documents/proposals for each opportunity and maintain a central repository of documents for all your opportunities to help your salesforce.
Ans - You can define an activity as a next step to an opportunity. You can also keep track of phone calls and emails and keep a record of ongoing discussions within the opportunity section.
Ans - You can put notes of each meeting in this section. You can also keep track of phone calls and emails and keep a record of ongoing discussions within the opportunity.
Ans - Under Add resource we can add employee details and view the resource details
Ans - Click on Meeting notes sub menu to post the meeting updates.
Ans - Filter option is available to sort the entries date wise, opportunity wise and company wise.
Ans - We can export contact list to an excel report, we can edit, search, view and delete the contact details same as we did for company details.
Ans - Click on Contacts sub menu to view all the contacts added in the dashboard.
Ans - Edit the company details entered already in the dashboard by clicking on edit (eye) icon and click on submit to save it.
Ans - Click on view icon to view the company details individually.
Ans - Under sales menu we have Company, Contacts, opportunity, notes, next steps, attachments, action, meeting notes sub menus.