We are excited to announce that some much requested features have arrived in Priava. These all-new features make a valuable addition to the core CRM module, which will enable you to manage your sales process more effectively.
Opportunities are very easy to use. You can add an opportunity in Priava simply by clicking on the Opportunities tab and then Add Opportunity.
You will be prompted to enter the relevant information for your opportunity.
It is quick and easy to create quotes for your leads and customers through the Planner tab, simply by clicking on Add Quote.
You can use the quick add feature to easily add all the items you need in the quote.
Once you are happy with your selections, you can produce a quote to send to your contact. You will be able to prepare them, make changes or add multiple quotes efficiently as your customers request them.
Giving you full visibility of when an opportunity becomes an event, you can convert the opportunity to an event whilst maintaining the history of where it came from. All you need to do to convert the opportunity to an event is to select the Convert To Event button in the Manage tab of the opportunity.
From the selected opportunity, you can view the converted event by simply clicking directly on the Converted Event No in the manage tab of the opportunity. This feature enables you to easily track each opportunity through to completion.
A new Actions button has been added to the CRM core functionality suite. This new feature works in the same way as the Actions button in Events, simply by clicking on the Actions button from within a Contact or Organisation.
This means you will be able to run relevant contact and organisation reports for the record you are viewing without needing to go to the Reports tab.
Clickable Hyperlinks have arrived in Priava. You can now add web address links into the notes you create against any record in Priava.
For maximum benefit, use this great new feature in conjunction with a cloud storage system to give you a one click link to documents that are relevant to the record you are viewing, be it a Contact, Organisation, Event or Opportunity.
The new Catalogue Master Listing report will give you a list of all your active catalogue items that are set up in Admin.