Template Manager
Track and manage sales using EXACTLY the right information. Template Manager creates templates that adapt Pocket Sales Manager or Desktop Sales Manager to your business, your industry, and your selling style.
No one knows your business better than you do. Now tracking sales opportunities will be rich with exactly the detail and information that you need. Create custom templates for Pocket Sales Manager or Desktop Sales Manager that use the terms and information that you have always used in a brand new way. Are you tracking sales in your construction business and - along with everything else - need to track a date for the start-of-construction on a project you are bidding? No problem! Want to enter your company product model numbers into a sales opportunity? Done in one click! Want to stay on top of where you are in your own selling process? Easy!
Template Manager is a companion product for Pocket Sales Manager or Desktop Sales Manager - affordable, powerful sales tracking and management programs. Business professionals with no programming background can use Template Manager to create sales templates that give each of the Pocket Sales Manager or Desktop Sales Manager's 20 fields meaning and value. Set each field's label to describe the information you need. You control the type of each field - text, a date, a list, or a checkbox. Save valuable sales time by filling your lists with the choices that make sense for you. You can even fill in the most likely choices ahead of time. And you can make sure you get it right by adding validation - make sure that phone numbers are phone numbers, and prices are prices.
Template Manager is built upon Microsoft?s .NET framework ? assuring stability, flexibility, and scalability. Your sales template is stored as XML data that can be shared among personal computers, PDA?s, mobile phones and the Internet.
Requirements: Windows 98/NT/2000/ME/XP and .NET. Uses Windows Installer 2.
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