Sales & Marketing
Our Sales & Marketing knowledge base
- Reminders Checklist Management.
- Payment History
- Mobile App Survey Management:
- Delighted Survey Management
- Omni CXM Survey Management
- Main Sales View Window
- Event Kitchen Management Window
- Customer Last Event By Date Range
- Event Management – Confirmed Orders Only
- Event Management – Pending Orders Only
- Customer & Event Marketing Reports
- Salesperson / Event Update Reports
- Customer Email Marketing
- International Address and Phone number
- Event Management – Confirmed Orders Only:
- Customer Sales and Marketing Management
- Lead/Prospect Information:
Customer
- Creating a New Customer
- Add or Edit a Customer
- Defaults
- Web Access
- Directions
- Notes
- Calendar
- Customer Information Tab
- Customer Mailing Information & Contact Info
- Notes
- CRM Customer Management
- Call Date/Call Inquiry Reporting
- 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
- How can an Administrators change the password for other users?
- Steps to Add Credit Card Information to a User Profile:
Event & Order Management
- 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
- 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
- How to process a Refund
- Event Versions
- Production Notes:
- Removing an user from an Event:
- How to attach an Image to an Event:
- Steps to process a payment for an Event:
- Kitchen Questionnaire: