This tutorial will introduce you to the basic steps of using SELLSATION, where you will see how easy and intuitive the software is to use. In this video you will be guided through all menus of the application. You can start the entire video by clicking on the thumbnail of the player.
If you are only interested in a specific feature, you can just click on the section with the contents list below. The link will guide you to the required section.
The content in detail for direct selection
The terms in the Main Menu are briefly explained. In Sellsation you have the possibility to choose between three different start screen options. To do this, please switch to the Administration / User Interface / Selection Start Page screen. The administration menu is shown at the bottom of the screen:
Within the sales process overview the following topics are explained, which you can directly access by clicking on the link:
- Filter by project type / Change sales process
- Navigate through the sales process
- Users and team selection to filter projects
The dashboard and where to find it is shortly mentioned.
SELLSATION allows you to search to search for data. You can do this within the search field in the customer and project overview. In addition, there is the Global Search within the main menu, which you can use to search for both customers and projects. It also allows you to search for project groups and all secondary customer relationships.
The overview filter allows you to filter the amount of data shown according to both standard and user-defined criteria.
In terms of leads, SELLSATION allows you to configure your own process and gives you ab individualised overview of them.
In the project details view, you will find all of the information pertaining to each project at a glance.
Let us continue with
- the success analysis
- the task menu
- the communication portal
- the SELLSATION calendar and
- the contact overview