Getfly E
CtrlK
  • USER GUIDE DOCUMENTATION
    • SUPPORT CHANNELS
    • LOGIN GUIDE
  • APP
    • OVERVIEW
    • DOWNLOAD THE APP
    • SIGN-UP / LOGIN GUIDE
    • ACCOUNT INFORMATION
    • USER GUIDE
      • Home Screen
        • Internal Chat
        • Workstream
        • Timekeeping
        • Process - Request Forms
      • Settings
        • User Management
      • Customer Management
      • Task Management
      • Customer Care
        • Call Center
        • Support Ticket Module
      • Sales Management
      • Warehouse
      • KPI Management
  • WEB VERSION
    • System Setup Guide
      • Account Information Setup
      • Department Setup
      • Access Control and Permissions Setup
      • Creating and Managing User Accounts
      • Setting Up Company Information
      • Setting Up Region Information (District, City, Province)
      • Setting Up Data Definitions
      • Customer Classification
    • Basic Features
      • Customer Management
        • Overview of Customer Management Module
        • Creating and Managing Customers in Getfly CRM
        • Tracking Customer Interaction History in Getfly CRM
      • Sales Management
        • Product Management
        • Quotation Management
        • Contract Management
        • Order Management
        • Sales Policy
          • Pricing Policy Management
          • Gift Policy Management
          • Point Accumulation Policy
      • Marketing Tools
        • Marketing Automation
        • Campaigns
        • Opportunities
        • Email Marketing
        • SMS Marketing
        • Landing Page
        • Optin Form
      • Task Management
        • Project Management
        • Task Management
        • Workflow Template
      • Key Performance Indicator
        • Overview of KPI
        • Assigning KPI Targets
        • KPI G Version
      • Reporting
        • Customer Report
        • Employee Report
        • Department KPI Report
        • Product Report
        • Campaign Report
        • Task Report
        • Optin Form Report
        • Affiliate Report
        • Telesales Report
      • Document Management
    • Advanced Features
      • Call Center
      • Warehouse Module
        • Creating and Managing Warehouses
        • Warehouse Operations: Import, Export, and Transfer
        • Inventory Report and Stock Movement Report
      • Finance
        • Overview of Financial Accounting
        • Setting up the Accounting Allocation System
        • Budget and Fund Management
        • Financial Reports
      • Human Resource Management (HRM)
        • HRM Configuration Setup
        • Creating and Managing Employee Profiles
        • Request Form
      • Social
        • Facebook
        • Zalo
      • Route Scheduling
    • Integration Partners
      • Email
        • Sendgird Email
        • Gmail Email
        • Mailgun Email
        • Amazon SES Email
        • GSuite Email
        • Mail Server
      • Dropbox
      • Google
        • Google Sheet
        • Google Calendar
        • Google Drive
    • OpenAPI
    • FAQ – Frequently Asked Questions
      • Questions about the Customer Module
        • Questions about the Customer Module 1
        • Questions about the Customer Module 2
      • Questions about the Task/Job Module
        • Questions about the Task/Job Module
      • Questions about Revenue and Profit
      • Questions about Permissions and Access Control
      • Questions about Workflow/Process
      • Questions about Print Template Design
      • Questions about Optinform
      • Questions about ZNS
      • Questions about the API
      • Questions about Accounts and Passwords
      • Questions about the Call Center Module
      • Questions about the Sales Module
        • Questions about the Contract
        • Questions about the Order
      • Questions about Products
      • Questions about the Inventory/Warehouse Module
      • Questions about Receivables and Payables (Debts)
      • Questions about Currency and Unit Settings
      • Questions about Software Integration
      • Questions about Marketing
        • Question about email
          • Question about email
        • Question about SMS
        • Questions about Campaigns and Opportunities
        • Questions about Automation
          • Questions about Automation
      • Questions about Finance and Accounting
      • Questions about Facebook and Zalo
      • Questions about the HRM Module
      • Other Questions
      • Questions about KPIs
      • Questions about System Settings
      • Questions about Shipping and Delivery
      • Questions about Affiliate and Customer Referral Programs
Powered by GitBook
On this page
  1. WEB VERSION
  2. Basic Features

Sales Management

Product ManagementQuotation ManagementContract ManagementOrder ManagementSales Policy
PreviousTracking Customer Interaction History in Getfly CRMNextProduct Management