The sales pipeline provides you with an immediate overview of your organisation’s active sales, aggregated into swimlanes that represent the sale statuses you’ve defined. The totals at the top of each swimlane represent the sum of the sales currently shown in that swimlane. The figure in parentheses is the sum of all sales in that ..
The enquiry form is composed of flexible model fields – you can configure whatever fields are appropriate to your business. For example, when you receive a sales enquiry over the phone you might want to take the customer’s first name, last name, email address and company name. You can add these fields to the enquiry ..
The tariff history page displays a breakdown of the payment plans your organisation has previously been using as well as the tariff currently active. This page can be used to view your organisations usage of Xeus overtime. Each entry in the tariff history table will display the price per month, details of the tariff as well as the ..
The tariff page displays all currently available price plans for the Xeus CRM system. Each tariff is made up of three components: Price, Max Users and Cloud Storage (displayed in mb). When picking which tariff is best for your company, these are the things you’ll want to consider. Max Users – Xeus defines users as members of ..
One of the key features of Xeus is the ability for Users to upload files to the system and store attachments for each Business Object. This allows Users to attach their designs, invoices, documents or even programs to the appropriate section of the app. Files can be attached directly to Sales, Clients or Users as well as ..
It’s possible to import or export most of the configuration settings that have been applied to an organisation, including flexible model fields, field groups, validation and enquiry field mappings. The config is encoded as a JSON blob. To import a previously exported configuration, just paste the JSON blob into the text area on the Configuration ..