FAQs

7. What does the Setup tab do for me?02 Feb

The Setup tab allows you to customize the SalesImpaq CRM application based on the products, services your represent to your target, new, and existing customers.   SalesImpaq CRM provides you with a Fortune 500 Technology Industry sales process.  You can modify and customize your options for your specific industry for:

1.       Contact Type

2.       Account Type

3.       Account Status

4.       Account Priority

5.       Address Type

6.       Opportunity Type

7.       Opportunity Status

8.       Opportunity Stage

9.       Opportunity Close Probability

10.     Opportunity Priority

11.     Opportunity Commission

You have the option to click on the Add New button and add a new value in the data field below New Value, or high light an existing option and click on the Delete button.  You can easily customize the SalesImpaq CRM to your specific sales methodology and terms.

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