How To Use Metis Smart Quotes
From Metis Documentation
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| How to create a company and a contact person? | | How to create a company and a contact person? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d8/VID_Creating_a_company_and_a_contact_person.png'>File:Creating_a_company_and_a_contact_person_OK.mp4</mediaplayer> |
| The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | | The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | ||
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| How to import a contact from SalesForce.com? | | How to import a contact from SalesForce.com? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_importing_a_contact_from_sales_force.png'>File:Importing_a_company_from_SalesForce_OK.mp4</mediaplayer> |
| Smart Quotes can interface with CRM tools to import the client portfolio. | | Smart Quotes can interface with CRM tools to import the client portfolio. | ||
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| Please refer to the section about the [[Description of the Menu Addresses | Addresses]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Addresses | Addresses]] from the Metis Smart Quotes manual for additional information. | ||
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== Import / Export of Offers == | == Import / Export of Offers == | ||