User Tools

Site Tools


Sidebar

Help

Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

sales_announcement

Sales Announcement

Sales Announcement is the section where company users and admin users made an announcement for sales representative.

To make an announcement, please follow the steps shown below.

Step 1 - Click on Settings as shown below.

Step 2 - Click on General Settings > Sales Announcement as shown below.

Step 3 - Click on Create/Edit Message as shown below.

Step 4 - Enter announcement details and click Submit

Once the announcement is made it will be available for sales representative to view in their dashboard as shown below.

sales_announcement.txt · Last modified: 2019/02/28 13:20 (external edit)