To not contaminate the list of customers with "might be, somewhere in the future, customers" there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.

Campaign

The Campaign field will show the selected Campaigns for a Lead.


Convert

Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase. 

An example of a Leads list view.

leads listview

An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.leads detailview 

Quotation, Orders and Invoices (QOI) helps to make the sales process simple when using the right tools

To make life of sales and administration simple, good tooling during the sales process and during the invoicing is key. For that reason we build a tool that will help the employee to make quotations convert to orders and/or convert them to invoices all by the push of one button. QOI can be send by the JBA CRM as pdf or as a Temporary URL, which means spending less time on attaching pdf to email.

Secondly QOI can have included attachments, making it an ideal vehicle to send extra information with a quotation without any email struggle. As the general description will give you a nice management summary on your Quotation, you can now manage all this from within the CRM. Everything managed in one place even after an update. The status function can, in case it is used with TAR, help to set reminders and send information to customers.
This QOI Tool will help to make QOI and make calculations without mistakes. Quotations can be converted to orders or Invoices by one click of a button. If a quotation is approved by the customer, it will become a read-only document.

Credits 

Credits are a derivative of an invoice. You need an Invoice to create a credit. On an invoice a button 'Credit' can be found. In the invoice listviews credits are marked for easy recognition. Listview filter can be used to manage the invoices and credits.

An example of the Quotation Order Invoice Tool:
qoi tool2017


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