Sales Module gives the Sales Organization many choices about managing their sales activity – Check out the Opportunity View in EBSuite Click to See Opportunity View – video 2
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Use the EBSuite Call Manager to track Customer interaction. There is a great answer in EBSuite – the Call Management Tool. See a 2 minute video (click here) In EBSuite Support Module, you can build a Support Portal for your Clients/Contacts to manage their tickets in a self service fashion. You can control what they see and don’t see. Before we start though, it’s important to know that there are two different places to configure this. One if you are using Portal Profile If you are using our email client, then depending on the combination of
You may experience the “email client showing the wrong timezone” issue. To fix this, please follow… Continue reading... I stumbled upon archive.org today. They have this “Wayback” machine, which archives a website throughout the years. Looking back at EBSuite’s past sure bring back memories. Has it been 7 years already? If you are tracking a lot of Tasks or ToDos for your individual Contacts, the New Quick Add-ToDo Widget gives you a quick way to add Tasks (or ToDos) as well as a one-click “finish”. EBSuite ‘s Form Builder ( Tools -> Form Builder ) allow you to design & publish forms on your web site. Some useful tips below:
If you host your form on the public internet, chances are spammers will find it, and use some systematic At the top of any screen in the application you will see a set of 6 icons. Among these is the Note Center used to capture any note of a general, frequently used nature. Continue reading... When viewing and editing Contact and Organizational data remember you have the NotePad to add “on-the-fly” notes and documents that are pertinent to the Contact or Organization. Now your can review All Notes (Notepad, emails, system updates, and email campaigns) in chronological order. Go to a Contact detail page and review… Continue reading... Managing Tasks with in the Today Widget – Now Users can quickly add tasks in the Main page Today Widget. Also, take advantage of the “Check Off Tasks” Display for each Contact or Organization. Continue reading... |
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