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Sales & Marketing

Our Sales & Marketing knowledge base

Reminders Checklist Management.

Customer

Creating a New Customer

Add or Edit a Customer

Defaults

Web Access

Directions

Notes

Calendar

Customer Information Tab

Customer Mailing Information & Contact Info

Create Customer

Notes

Through Customer Management

Customer Billing

Customer Information Tab

Customer Types

Organization Management.

Customer Rewards Reporting

Customer Revenue and Usage Reporting.

CRM

Lead Details

Billing Tab

Financial

Customer Last Event.

Master Call Log

Customer Usage Not in Events

Customer Last Action

Lead/Prospect Reporting

Email History

Lead/Prospect Management

Marketing

Organization Editor

Edit an Existing Customer

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Event & Order Management

Adding Staff to an Event

Adding an Equipment Item to an Event

Adding a Package to an Event

How to set up "Event Lead" Tab

New Order

How to setup Event Billing Tabs

How to Create a New Event Order

Client Setup Defaults for New Orders

Event Code

Event Files

Copied Events

Event Rules

Time After Start

Event Entry Defaults

Service Group Button

Requests button

Changes Button

Events Button

Event Orders - Order Details Tab

Status

Event Type Management

Guests

Through Event Order Management

Event Goals

Title

Status

Status

Event Info

Calendar

Order Details

Delivery Tab

Event Management- All Status Types Included

Event Management Confirmed Orders Only

Event Schedule Management

Event Response Management by Event Date.

Event Response Management by Response Date.

Series Management.

Event Bookings Reporting.

Adding a Recipe to an Event

Adding a Beverage to an Event

How do I Process a Credit Card?

Event Checklist Items

Making a Change Request.

Payment Schedule

Copy Event

Recurrent Event

Upload/View Event Files.

Copied Events Between Dates

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Reports

Events Analysis Reporting

Event Cancellation Reporting

Events Production Checklist Reporting.

Event Summary Reporting

Weekly Rental Order Report

Event Bookings Reporting

Leads/Prospects and Events Report

Change Orders Reporting

Customer & Event Sales & Marketing Reports.

Revenue Reports

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Marketing

Customer Marketing Management

Referred by

Customer Email Marketing

Prospect Email Marketing

Delighted Survey Management

Email Threading

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Sales

Event Management by Salesperson

Salesperson Goals

Sales Phase Reporting

Salesperson

Sales Goals Reporting

Salesperson/ Event Update Reports

Callbacks

Invoice Marketing Messages

Referred By

Mail Type

Callbacks

Callbacklog Management

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