Hello, hivemind.We receive hundreds of enquiries in our “info@” account every week. Our receptionist creates Opportunities or Leads for our Business Development Team, based on whether or not they appear to be an existing Customer. Our Marketing Team needs to trace where our enquiries come from.I really hope that I’m missing a trick, but I can’t see any way of monitoring where an enquiriy came from when it’s for an existing Customer or how to follow that enquiry through to fruition? TIA.
Hello We are using Aurena Apps 10.When some members of the team (but not all) try to create a fully-fledged Customer from a Lead or a Prospect, there’s an error stating they don’t have permissoin to do so.We have checked permissions and can’t see anything wrong - does anyone know why this error is appearing? Many thanks,Kezzia
Hivemind, can you help?We are close to go-live with Apps10 in Aurena.We use the current FX rate for incoming Customer Orders, however we increase the exchange rate on Sales Quotations in order to protect us from potential market fluctuations as they’re valid for three-months. Is there a way of adjusting the rate on an individual Sales Quotation?Thanks in advance.
This question has already been asked, but the answers were for EE. Can I find a previous version of a Sales Quotation (or indeed revert to an earlier version) in Aurena?Thanks
We are in the final stages of Aurena Apps 10 implementation and I work in CRM and Call Center and I want to make sure we have all understood the sales roles correctly. If I create a quote or an order, I think: the coordinator creates the quote/order, but is not responsible for it the representative is responsible for the quote/order the main representative is the representative’s senior and can override their work the salesperson can be internal (colleague) or external (e.g. reseller)Is this right? TIAKezzia
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