https://pit.atol-bs.com/podpora/ 2026-04-06T21:52:53+0200 https://pit.atol-bs.com/podpora/ https://pit.atol-bs.com/podpora/lib/tpl/bootstrap3/images/favicon.ico text/html 2013-11-21T13:04:40+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:a_leads&rev=1385035480&do=diff Leads About Leads Leads represents the first step of selling proces. Sources of acquiring Leads can be fairs, conferences and meetings, internet and others. The next step is to examine Leads's suitability for selling. If they are adequate, they can be transformed to text/html 2013-11-21T13:04:55+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:b_accounts&rev=1385035495&do=diff Accounts All the information about the concept of Accounts can be found in Contacts Management chapter. In this section the instructions on how to use the Accounts module can be found. New Account Click New Account on entry section to create a new Account. A new window opens (see picture below). text/html 2013-11-21T13:05:09+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:c_contacts&rev=1385035509&do=diff Contacts All about Contacts can be read in the Contacts Management chapter. The instruction on how to use Contacts can be found below. If Contacts and Accounts are entered manually, our advice is first to enter Accounts and then Contacts. In this way a new Contact is linked up with Account easily. Please see the text/html 2008-07-14T15:10:12+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:c_modules&rev=1216041012&do=diff Working with Modules text/html 2013-11-21T13:05:24+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:d_notes&rev=1385035524&do=diff Notes New Note Click New Note on entry section to open a new Note. A new page opens (see a picture below). Click on yellow folder to select the Contact Name that should be linked up with the Note. In the same row, next to Contact Name, user can select additional link with the Note. From this,Leads, Accounts, Potentials etc. can be selected on the pull down menu. Note is accessible through them. text/html 2014-07-08T13:34:31+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:e_montlyrevenues&rev=1404819271&do=diff Monthly revenue report Monthly revenue report helps us forecast company's financial flows in more detail. Usually the amount planned in the opportunity is not payed at once but in several payments. And because payments are usually different from one case to another we have prepared a functionality that allows you to plan monthly payments and forecast them with monthly revenue report. text/html 2014-03-18T11:54:17+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:e_opportunities&rev=1395140057&do=diff Opportunities Opportunities in the sales process are the logical successors of Leads. Opportunities are created by converting leads and all information available for the Lead is transfered to the Opportunities. In addition, Opportunity can also be created directly. Opportunity is characterized by the fact that an obvious interest of a potential customer in an offer of your company exists. text/html 2013-11-21T13:05:49+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:f_eventstasks&rev=1385035549&do=diff Activities Lists of tasks and events are accessed in two ways, by: * a list of „My Upcoming and Pending Activities“ on Home page or * „Key Metrics“ on Home page. Tasks and events are Activities that can be normally found in user's Calendar. These are meetings, calls or tasks that occur mainly with Account's Contact or Potential. text/html 2013-11-21T13:06:01+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:g_calendar&rev=1385035561&do=diff Calendar Calendar Display Calendar is very useful for planning your sales activities. You have the possibility to view your own activities as the activities of your colleagues. Calendar is displaying events such as Meetings, Calls and your Tasks on due day. text/html 2013-11-21T13:06:14+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:g_products&rev=1385035574&do=diff Products About Products In Produs IT Products are defined as real products and services offered by companies. Produs IT makes it practicable to classify Products by prices and suppliers, similar to a catalog. New Product Click New Product on entry section to enter a new Product. A new page opens (see picture below). text/html 2013-11-21T13:06:26+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:h_support&rev=1385035586&do=diff HelpDesk Produs IT enables central and common management, solving and managing tickets and remarks or wishes of buyers. Tickets are usually entered by users that are in Contact with an Account or work in a call center. Tickets are arranged later and their solutions are supervised. text/html 2013-11-21T13:06:38+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:l_analytics&rev=1385035598&do=diff Analysis Reports and Analyses Produs IT enables more ways of reviewing data regarding appointed criteria. * Charts: Charts are graphical representations of data connected with sale. * Reports: Data summaries can be created using reports. A few reports are already available. You can create new reports for your own use. text/html 2013-11-21T13:06:51+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:manual:c_modules:l_reports&rev=1385035611&do=diff Reports Produs IT enables you to create arbitrary reports. Some reports are already available and you can create new ones for your own needs. Choose the Reports tab. A list of folders with reports will open as shown on the picture below. Using prepared reports