Disposition Codes : The Disposition Codes features provides an easy way to create, organize, and search through a variety of CRM features including calls by type, customer information, sales team information, and other aspects related to customer relationship management. The Disposition Code feature can be accessed by clicking on Disposition Code on the More menu […]
Category: Manage Features
Manage Designation
Manage Designation: You can easily view and manage assigned designations such as Manager, Sales Manager, etc., search, and create new designations by using the Manage Designation feature. The Manage Designation feature can be accessed by clicking on Designation on the More menu or by clicking on the Designation button on the right hand side of […]
Priority
Priority: By using the Priority feature in GoKickSales, you will never fail to take care of the most important aspects first. The Manage Priority feature allows you to easily create, view, search, and manage tasks according to high, medium, or low priority. The Manage Priority feature can be accessed by clicking on Priority on the […]
Manage Department
Manage Department: Now you can easily see all departments of your business at a glance with the Manage Department feature. GoKickSales designed this feature to allow you to easily view, organize, search, and create new departments as your business changes and grows. The Manage Department feature can be access by clicking on Department on the […]
Export Data
The Export Data feature of GoKickSales enables you in exporting data (in CSV or XLS format) from individual CRM modules. After exporting the data, you can further store or validate the data in your own servers. Export Leads To exports leads, click on “Export Lead” Option available in right corner of All Leads Page. […]
Case Reason
Case Reason: The Case Reason features provides a way to easily view, organize, search, and manage client and staff cases according to the nature of the case such as existing problem, new problem, etc. You easily create new case reasons using the Add New feature. The Case Reason feature can be accessed by clicking Case […]