Optional Extras
On-line Training
Off-line training materials and courses
Sales Opportunities Manager
Publications Manager
Business Activity Monitoring
Exception Reporting
Helpdesk
Workflows
Primary screens with commentary:
- Main Navigator Bar
- Diary Entries
- Actions
- Documents
- Projects
- Sales Opportunities
- Timesheets
The diary entries in Yoolaa.
Take your time and read through this carefully. Any diary entry can be linked to one or more contacts, companies, projects, documents, even sales opportunities if you want that. It can be used to track responses from publications mailed or emailed out. In the mode field you can see 'Autoconfirm Yoolaa' this text triggers an auto email confirming this appointment.
Add other users and they are automatically invited and their response entered automatically. The time stamp enables you to pass the diary entry (it's also an 'Action') between users with each entering their comments, adding and amending documents if they need to and have the authority.)
