The Missing Manual: Setting Up Customers and Jobs
- Topics:
- CRM
- Tags:
- Accounting,
- Sales Strategy,
- Sales Force Management,
- Sales,
- Recruitment & Selection,
- Operational Accounting,
- O'Reilly Media Inc.,
- Job,
- Human Resources,
- Financial Services,
- ...
- Source:
- O'Reilly Media
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Overview: The user might be fond of strutting around the sales department proclaiming, "Nothing happens until somebody sells something!" As it turns out, one can increase their self-satisfaction by quoting that tired adage in the accounting department, too. Whether one sell products or services, the first sale to a new customer can initiate a flurry of activity, including creating a new customer in QuickBooks, assigning a job for the work, and the ultimate goal of all this effort - invoicing the customer (sending her an invoice, which shows the services and products that one sold and how much she owes) to collect some income.
(Is this item miscategorized? Does it need more tags? Let us know.)
Format: PDF | Size: 2KB | Date: Jan 2006 | Pages: 28
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