Notes is a very useful part of JBA. Notes will store: call, recap, visit, report, sales progress from a conversation and/or any relevant detail about an account or contact attached to the items where they are relevant. With this Notes function storing information becomes easy, knowing all the notes are in the CRM ready for the employees to use read them. In the latest release Notes has the option store private e.g. for personal use only.

An example of a Notes listview.

notes listview

 

An example of a Notes detail view

notes detailview

 

An example of Notes at an Account.

notes tab accounts

Status let’s you organize the workflow of Quotations, Orders and Invoices. The system has some predefined statuses, but custom ones can be added. Sales status helps you to keep track in a process like: in which phase of a sale you are, did you send your invoice, was it paid? In the CRM Plus a lot of the process changes are automated. A new item will standard get the status created. Status is a function in CRM but works closely with the powerfull TAR applications in JBA.

Image: adding a new sales status

Add new steps or not

You can add statuses yourself to get a better hold on your business process. Process step describes in CRM ONE the order in which the label is shown, in CRM Plus this can affect automation.


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