Managing Customer and Leads

Managing dates on Quotes, Sales Orders, and Invoices

There are several dates that you can track and manage for transactions in shopVOX. This article will help you understand the different dates and how to change them to stay organized.

Bryant
Updated 1 year ago by Bryant

How to Add a Special Note to a Customer Document ?

Special Note on Quote, Sales Order and Invoice PDFs. Show Message on Every Customer Document. If there is a certain message that should be on all invoices no matter who receives them then keep readin…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

How Do I Group Contacts Together?

How Do I Group Customers Together? When you first start using any software platform, you have to start considering your data structure, including your customers and contacts. You need to decide on na…

Michael Riley
Updated 1 year ago by Michael Riley

Customer Alerts & Flags

How to get reminded via pop-up notification of critical customer information. Many times you may have a customer that requires special attention whether that be special billing, proofing, or communic…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

Inactive Customers Report

Analyze your customer base by when they were last interacted with... Many of you in the custom graphics industry are proactive when dealing with your customer base, because a repeat customer is a val…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

How Do I Group Customers Together?

How Do I Group Customers Together? shopVOX makes it easy to "Group" multiple customers together for reporting purposes, especially for invoicing. If you have worked with schools, government organizat…

Lila Carsten
Updated 5 months ago by Lila Carsten

Merge Customers

Sometimes you end up with two customer records in your account that are actually the same customer. This article explains on our merge feature that allows you to merge duplicate customers into a sing…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Adding new Contacts to Existing Customers

Here is a quick definition for Customer and Contacts. A Customer is typically a company or organization, but can be an individual.. A Contact is part of that Customer. A Customer(company) can have se…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Set up different pricing levels for different customers

Learn how to use our Pricing Levels to give customers special pricing on your existing products. Sometimes, you want to give a special customer a better price. (Or maybe you want to charge a PITA fee…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Update: Editing Existing Contacts - GDPR Compliance

For our International customers in the European Union there have been recent changes in Regulations concerning your Customer database. To help you understand the upcoming GDPR legislation, we’ve writ…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

What are Sales Leads?

Find out what a sales lead is! Sales Leads are simply opportunities that you're tracking. Use Sales Leads to manage your prospects:. Could be a large electrical signage project worth $35k. May be a 1…

Michael Riley
Updated 1 year ago by Michael Riley

Sales Lead or straight to Quote?

Find out which one to pick for what situation! The good thing about ShopVOX is that we have designed our software to be as flexible as possible to suit your businesses unique process. . When to use a…

Michael Riley
Updated 1 year ago by Michael Riley

Sample Sales Lead Pipeline

Here's a sample to help show you what a Sales Lead pipeline can look like. Here is a sample pipeline to get you started with a short explanation of each stage. If you're having trouble, you can use t…

Michael Riley
Updated 1 year ago by Michael Riley

What is a CRM system?

You've heard the term CRM- but what does it mean? A Customer Relationship Management (CRM) system is an essential component of managing a business that deals with customers. Many small business owner…

Michael Riley
Updated 1 year ago by Michael Riley

Win more business with Sales Leads

The complete guide to the Sales Leads feature and how to get more from your sales pipeline Covered in this article:. What are Sales Leads? What is a pipeline? Sample pipeline. Adding new Sales Leads.…

Haylee Benton
Updated 1 year ago by Haylee Benton

Why use Sales Leads?

We explain why you would use the Sales Lead Feature. Our Sales Leads tool is a simple way to measure your sales process and ensure no prospects fall through the cracks. It certainly isn't compulsory…

Michael Riley
Updated 1 year ago by Michael Riley

Sales Leads Guide

Check out our complete overview of the Sales Lead feature. Getting leads is the critical starting point of any sale. Here you will learn a complete overview of what a Sales Lead is and how to make th…

Michael Riley
Updated 1 year ago by Michael Riley

Create Sales Leads automatically from the contact form on your website

This time saving integration will automatically create a new sales lead inside your shopVOX account anytime someone submits the form Ever get tired of manually entering your leads into shopVOX? This…

Haylee Benton
Updated 1 year ago by Haylee Benton

How do I add a Quote from a Sales Lead?

To add a Quote from a Sales Lead follow these steps: Step 1. From the Sales Lead, click the Action Menu, then Add Quote (shown below). Step 2. The data from the Sales Lead will automatically populate…

Haylee Benton
Updated 10 months ago by Haylee Benton

Sales Order States

There are several states a Sales Order can be set to at any given point in time. These states are explained below. In Process - Currently being produced and visible on the Job Board. New - When the S…

Bryant
Updated 1 year ago by Bryant

How to Create a New Sales Lead in shopVOX

Sales leads can be the starting point for your sales process. You can also start from a Quote as well. The importance of a sales lead is collecting all the information needed to generate a quote. Thi…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

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