- Client management
- Vendor management
- Price lists
- Job templates
- Purchase orders for vendors
- Purchase orders from clients
- Job schedule
- CAT tools
- Invoices and payments
- Code lists
- Business activities
- File management
- Print templates
- E-mail templates
- Agency departments
- Web access
- User management
(not available in Basic/Premium edition)
If there are sales managers among the agency's staff, it is necessary to keep track of their meetings, emails, phone calls, etc. For this purpose, there is the business activity module. It allows you to plan activities following realised activities, and as activities approach, the system sends automatic notifications.
The business activity list can be viewed in a separate window or directly in a client's detail.
How does the system notify of the date of an approaching business activity?
Every user can define in his/her details how far in advance a notification on an approaching business activity will be displayed. The notification is very similar to Outlook notification of a new incoming email.
If a sales manager is away, can another sales manager set up notification of the other sales manager's scheduled activities?
Yes. Every user can set business activity notifications so that notifications for other users are displayed as well.
Concerning email business activities, do I have to write an email to a client in my email client and copy and paste it in QuaHill afterwards?
No. If you use MS Outlook, Mozilla Thunderbird or a similar email client, you can write an email directly in QuaHill and subsequently open it in your email client.