Sale management |
Professional sales departments needs a professional tool, and with Seven we introduce the possibility to create sales guides to easier guide sales representative through the sale process. It is still easy to use and at the same time not limiting the user.
The motivation behind this is:
Done by:
The new MDO lists are available via the existing list APIs.
Sale
Database.GetListItem( [Enumerations.SOTableId_EN] … )
Database.GetListItems( [Enumerations.SOTableId_EN] … )
[Database.GetStagesForSaleType]( item )
- For filtering the stages list correctly.
Sale- The sale this appointment is linked to
- This appointment came from a sales guide
Sale- The sale this document is linked to
- This document came from a sales guide
CanBeCompleted() – is the completed checkbox enabled for editing?
GetSuggestedAppointments()
GetSuggestedDocuments()
The Guide Admin will not be exposed via the COM API, like most of the admin client.
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