Offering solutions that you requested AccountManager 365 Add-In(CRM from your inbox): Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone. Contacts in one place. Update your contacts in Outlook from the AccountManager Add-in and the other applications will update. Unclutter your Outlook folders. […]
Author Archive for: dynamacs-software
Entries by dynaMACS Software
Offering more options for your business SalesAnalysis (Sales, Commission and Order Management): Line Item Details. Import a part number spreadsheet from your principal so it’s easy to add line item details. Order Tracking. Keep track of what items your customers buy and the quantities. Electronic Data Imports. Imports saves time and money. Keep an […]
Now offering even more capabilities AccountManager (CRM): Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone. Sell from your phone. Update your opportunities, contacts and more with voice to text as you walk out of meetings with […]
Tip #1712 – How to Delete a Customer from the dynaMACS Database
Follow the steps below to delete a customer that has merged with another customer or is no longer in business. Move the history to another customer Go to Edit drop-down menu. Select File Transfer/Combine. Choose Mfr/Cst/Rep Transfer (1). The Manufacturer/Customer/Sales Rep Transfer/Combine window will appear. Type in the customer that you want to delete on […]
Tip #1711 – Import your Sales Goals Quickly with the dynaMACS Optional Module – eSi
Save hours of manual entry by exporting your sales data out of Sales IQ, manipulate the annual number and simply import your sales goals for the next year back into dynaMACS. Export your sales numbers out of Sales IQ From the Sales IQ screen enter in a sales rep that you would like to create […]
Tip #1710 – How to Run a Report for a New Sales Rep That Will be Taking Over a Territory Without Displaying History
The following tip explains how you can export Manufacturer and Customer information for a new sales rep without showing the history. From the Sales IQ Home screen select the previous sales rep. Select the GlobalView tab. Change Selector to All. Select the Export button. When the export is complete a dialog box will appear. Enter the […]