Tasks
10: CRM, Task & Leads Settings
CRM SettingsBefore using the CRM functions in BrewMan, you will need to configure your Settings.Go to Administration > Settings > Contacts > Communication Subjects.Subjects are used when logging communication with Outlets, allowing them to be quickly categorised by topics. These can be a...
Tasks: How to Create & Manage Telesales Lists
**Using Tasks for TelesalesTasks** can be utilised by a sales team to organise their Telesales for full detail about Tasks in general, please see our other guide, Tasks: How to Create & Complete TasksCreating a Telesales List.In order to make Tasks useful for Telesales, make sure there is a...
Day-to-Day Guide: Sales, Distribution and Accounts.
Administrative Tasks: Sales, Distribution and Accounts.These guides should give an idea of how to use BrewMan on a daily basis, once all settings and data have been added into the system. Please click on the gold links to find out more detail about specific functions and features. Raise Orders ...