Talk:Oppertunities from Tactic

 Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.

Reuse the project to create new tasks to begin and track the project executions. Analyzed your performance. Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...

The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.

Setup module to define the events which need to be recorded automatically.View events in different agenda views. Define who can view or edit the project.

Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization. Integration with your phone or other applications is better through Tactic ERP & CRM Software.

Tactic ERM & CRM use embedded image resources to reduce bandwidth. Tactic ERP & CRM Software uses an internal cache for pages that should not change your original data. Edit PDF of quotes, invoices, orders, delivery notes, and interventions...

Creating an account for your employees will allow them to access data in Tactic and to interact with all the application features such as Third parties, Business documents, and other application modules according to the access control permissions that have been defined.

Saving an e-mail address on the user's card will allow the user to send emails from within Tactic. Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.

Record your events in the embedded agenda: Past events for tracking purposes, or Future events for reminder purposes. Admin can include in the agenda view, any events that are recorded into an external calendar.

A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...

If you use the purchase features, the margins module may help you to review financial data and margins for each product or service. Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders and/or invoices.