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Westcap CMS
•Call Management
•Contact Management
•Prospect Management
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Select any of the menu items to see a demonstration.
End
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Adding note. System automatically enters user nameand date/time stamp.
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HTML Email with your own banner or logo at the top.You can set the system up to optionally sent in plain textor HTML with any Jpeg picture as a header/banner.
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This shows the log. The check boxes select the records that you require to view.
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Selecting “Follow-up due” causes follow-ups that are due for this userto be displayed. Green for today. Orange, more than a day. Red more than6 days. Double-click the edit button to display the detail.
DoubleClick
DoubleClick
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A record of follow-ups and emails have been automaticallyadded to the notes
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You can forward a log by email, only to someone entered as a user in the system.This facility may be used to dispatch jobs to a service person etc.
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Select an action with a * to view the demonstration of the feature.Click on the close box to return to the menu.
***
*
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The email as received by the recipients(your own logo/header will appear)
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Select any of the menu items to view a demonstration(click on the home button to return to main menu)
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Details of your Sales People are entered here
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Set up as many sales status types as you require
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Doubleclick
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You can import data into your prospects database from spreadsheets or otherapplications.
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You can import data into your contacts or prospects databases from spreadsheets or other applications.
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Select the column numberabove where appropriate data
appears
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As well as mass emailing by contact selection, contacts may be allocated to email lists and the emails sent from this screen
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This is like “Sent Items” in Outlook.
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Double click
You can insertthe details of the
email into a new logor contact
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Mark as readMark as unreadDelete
Right click
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This is where you set up all your custom list details foryour Phone Log, Contacts and Sales Prospecting
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• Thank you for watching the demonstration
• For further information, please call us
• + 64 9 2803963
• Or email
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