Form (entity) level security Users can be given several levels of access rights depending on their duties and position. Each form can be setup separately for each user. They can: View / Edit Create Archive View archived Restore Archived Mass
Linking existing activities or creating new items that link directly to your call, opportunities, etc. will cut down heavily on duplicate data entry. The ability to add and view these relationships increases the quality of information and reduces time, frustration,
Form details can be copied to create duplicate items. Common use cases: Use to ‘reopen’ completed items Make multiple quotes or items with different details Change from one form type to another (e.g. Sales Call to Opportunity) Make duplicate item
Capture Cases, Alerts, Notes, Sales Calls, Tasks, and Opportunities. Important details will not be lost, and further solutions can be gained from the insights gathered during the call. While viewing a customer record, click the Action Menu Choose the Activity
Account Overview Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects. Customize View Personalize the account detail display with the information that is most important to you,
The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar. Keyword account search You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName,
v1.17.0 Add ‘Separator Hours’ (PFW) Add ‘Rental Indicator’ v1.17.1 Usage change auto-populate salesperson field
Handle Inventory integration – From Handle CRM open linked stock units directly in Handle Inventory Add spell check Add ability to use keyword search while offline – Offline on mobile Fix: iOS Media gallery popup error – Add Pictures, Audio,
Creating any activity from search results Any activity or form that is available on Handle desktop is also available on Handle mobile apps. The easiest way to create a sales call, is to search for the account, Click the +
Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects. Viewing Accounts Tapping on an account from your active list, a saved list, or any search results will
Potential customers and opportunities often happen long before the customer is entered into the business system. You need to capture key information and activity on someone you’re potentially going to do business with quickly. With Handle, you can track this
When you login into Handle mobile CRM, the first page that displays by default is the Home screen. Home tells you what is overdue and due today as well as items you have been notified on. Further, you can review
While in a stock unit, tap the action menu. Choose whether to add an Equipment note or a Dealer note. * Permission to add either type of note are set per user.
To open stock unit details tap on a row from the search results (from list or grid view). This data is loaded live from your business system each time you open a Stock unit. To view additional information, you
Place units on Hold or mark as sold directly from your mobile device. Rules can be put in place to set timers and additional configuration can be done to capture specific details (details here). Open the stock unit and tap
How well you service it will usually decide whether or not you will get the chance to sell again to that customer. The trouble is as the solutions you provide become more complicated, more resource are required to help solve
A quick response can make the difference in closing a deal or losing it to competition. Product availability, specifications, and pricing are many times the critical pieces of information needed. The trouble is searching product information can be complicated with
In the process of selling and trading anything stuff needs to be moved, internally and externally. Certain items require special equipment to move them and there are always special requests with each pickup and delivery. Keeping track of all this
Your service department manages a lot of requests, work that must be done on time, and things that do not go as planned. Additional, requests can come in the form of emails, texts, written notes etc. The problem is information
An opportunity is designed to act as a folder to house all information around a deal to sell, price, close, and fulfill it. This all assumes the opportunity is identified early in the sales process. There are however times that
Server License Standard Server License This includes the loading of all data and setup for the following modules. Hardware is provided by the Dealer or hosted at JDO. D.B.S. Data Modules: (Account, Equipment, Financial, Invoice, Inventory, Notes) JDQuote Integration (Accounts, Inventory) Standard
Server Software Requirements Operating System – Windows 2012 R2 Dealer will be responsible for deploying their own Antivirus software on the Handle server. If no antivirus software is installed by the Dealer, CustomerTRAX will install Microsoft Security Essentials. CustomerTRAX will supply SQL
Linking items in Handle minimizes data entry. The ability to add and view these relationships increases the quality of information and reduces time, frustration, and mistakes. Similar to linking activities on the desktop—From inside of an Activity (Sales Call, Opportunity,
Duplicate data entry is inefficient and prone to error. At best, copying and pasting information from one system to another is slow and monotonous. Having to retype information can cost you more than just time. Accurate information could be lost,
Pending Release I no longer need to be involved with something in Handle, how can I remove myself easily? Notifications are an essential way to keep team members informed and to collaborate on next steps and actions. As discussions progress
