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Links

Links can be added in the Deal, Contact, Appointment, and Task forms with the spirit of linking anything-to-anything. For example, a Deal could have links to several key contacts, a proposal document,...

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Deals

Desktop Sales Office helps you track and manage your Deals.You can add, edit or delete Deals.You can add Contacts that are linked to a Deal or to a group of Deals.You can view the Contacts linked to a...

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Exporting Contacts And Mail Lists

You can export contact information for use outside of Desktop Sales Office - for email or printed mailings, or for import into other programs like Microsoft Outlook or Excel.Choosing Which Contacts To...

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Deal List

Deal SortingDeals can be sorted by any column by clicking on the column header. Clicking on a sorted column header reverses the sort order.Sorting can make a group of Deals easy to select. For example,...

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Deleting Deals

You can delete one or more deals from the list of deals using the Delete button in the ribbon, pressing the Delete key on the keyboard, or by right clicking and selecting Delete.Deleting Several...

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Linked Contacts

A New Contact Linked To A DealIt is a very common part of the sales process to uncover new people who are a part of the decision making process. The sales professional wants to know information about...

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Creating & Editing Deals

You add or edit a deal by:Selecting the New or Change buttons in the Deals area of the Deals ribbon bar  Right clicking your mouse in the list area and selecting one of the options (see below)  Double...

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Contacts

Desktop Sales Office helps you track and manage your Contacts.You can import Contacts from a text file.You can add, edit or delete Contacts.You can apply a change to more than one Contact. For example,...

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Editing A Contact

You add or edit a contact by:Selecting the New or Change buttons in the Contacts area of the Contacts ribbon bar  or..right clicking your mouse in the list area and selecting New or Change  or..double...

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Searching Contacts

The Search area on the Contacts tab provides a technique for selecting contacts that contain a word or phrase.Caution: any of the search techniques may select contacts that are off the visible page -...

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Targeting Deals and Contacts

 A natural part of sales is targeting a group of contacts for a message or action. For example you might want to:Send a message to C-level contactsCall new prospects or leadsDelete all lost dealsThere...

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Selecting Deals or Contacts

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Hiding/Showing Within A List

[Visible/Total] CountBoth the Deals tab and the Contacts tab display [Visible/Total]Contacts [789/789] means all 789 contacts in the pipeline are visible.Deals [127/688] means that 127 deals are...

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Prospecting, Calling And Research

The program enables sales professionals to execute outbound calling campaigns. The Calls & Research tab provides the ability to make calls and do the additional background research that makes cold...

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AutoDialing Via Skype

You may place calls to your contacts via Skype. A journal entry with the number called, date, and time of the call is created automatically.The Skype requirements are:Skype must be installed on your...

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Contact Research

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Contact List

Contact SortingContacts can be sorted by any column by clicking on the column header. Clicking on a sorted column header reverses the sort order.Sorting can make a group of Contacts easy to select. For...

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Discovering Email Address via Internet Searches

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Making Outbound Calls

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Creating And Managing Your Appointments

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Reminders And Appointment Starts

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Creating And Managing Tasks

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Email and documents

You can send email and printed messages to a contact or a group of contacts. Your message can be personalized - "Dear Sir Or Madam" becomes "Dear Bill" - and can have rich content, style, and images....

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Personalized messages

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Printing and Reporting

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Technical Notes for Reporting

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Activity Logging

The Activity Log tab provides an automatic series of log entries that track "significant" events or actions. Examples of "significant" events include:Starting or ending the programOpening or closing a...

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Managing your activity log

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Sharing the good news - exporting your Activity Log

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Composing messages

The text of your documents can be typed, pasted, loaded from file, and saved to a file. The text can be formatted via:Text and paragraphsTextParagraphsEditing &...

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