Starting the program
Your contacts and deals are stored in files on your computer. It is not uncommon to keep more than one file. For example you might keep a file that contains all of your leads. You might keep another...
View ArticleLinks
Links can be added in the Deal, Contact, Appointment, and Task forms with the spirit of linking anything-to-anything. For example, a Deal could have links to several key contacts, a proposal document,...
View ArticleDeals
Desktop Sales Office helps you track and manage your Deals.You can add, edit or delete Deals.You can add Contacts that are linked to a Deal or to a group of Deals.You can view the Contacts linked to a...
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Exporting Contacts And Mail Lists
You can export contact information for use outside of Desktop Sales Office - for email or printed mailings, or for import into other programs like Microsoft Outlook or Excel.Choosing Which Contacts To...
View ArticleDeal List
Deal SortingDeals can be sorted by any column by clicking on the column header. Clicking on a sorted column header reverses the sort order.Sorting can make a group of Deals easy to select. For example,...
View ArticleDeleting Deals
You can delete one or more deals from the list of deals using the Delete button in the ribbon, pressing the Delete key on the keyboard, or by right clicking and selecting Delete.Deleting Several...
View ArticleLinked Contacts
A New Contact Linked To A DealIt is a very common part of the sales process to uncover new people who are a part of the decision making process. The sales professional wants to know information about...
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Creating & Editing Deals
You add or edit a deal by:Selecting the New or Change buttons in the Deals area of the Deals ribbon bar Right clicking your mouse in the list area and selecting one of the options (see below) Double...
View ArticleContacts
Desktop Sales Office helps you track and manage your Contacts.You can import Contacts from a text file.You can add, edit or delete Contacts.You can apply a change to more than one Contact. For example,...
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Editing A Contact
You add or edit a contact by:Selecting the New or Change buttons in the Contacts area of the Contacts ribbon bar or..right clicking your mouse in the list area and selecting New or Change or..double...
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Searching Contacts
The Search area on the Contacts tab provides a technique for selecting contacts that contain a word or phrase.Caution: any of the search techniques may select contacts that are off the visible page -...
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Targeting Deals and Contacts
A natural part of sales is targeting a group of contacts for a message or action. For example you might want to:Send a message to C-level contactsCall new prospects or leadsDelete all lost dealsThere...
View ArticleSelecting Deals or Contacts
Selecting Deals or Contacts is a powerful and important part of using this program. Many of the things you want to do with this program are based upon the items selected. Some examples:Sending email to...
View ArticleHiding/Showing Within A List
[Visible/Total] CountBoth the Deals tab and the Contacts tab display [Visible/Total]Contacts [789/789] means all 789 contacts in the pipeline are visible.Deals [127/688] means that 127 deals are...
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Prospecting, Calling And Research
The program enables sales professionals to execute outbound calling campaigns. The Calls & Research tab provides the ability to make calls and do the additional background research that makes cold...
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AutoDialing Via Skype
You may place calls to your contacts via Skype. A journal entry with the number called, date, and time of the call is created automatically.The Skype requirements are:Skype must be installed on your...
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Contact Research
Here is a short example of how the embedded browser in Desktop Sales Office can be used for doing Internet prospecting and capturing the data.Getting information from the Internet into a contactIn the...
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Contact List
Contact SortingContacts can be sorted by any column by clicking on the column header. Clicking on a sorted column header reverses the sort order.Sorting can make a group of Contacts easy to select. For...
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Discovering Email Address via Internet Searches
The program may help you uncover prospect's email address.The results from this process are highly subjective and you should be aware of the the spam laws and regulations that may apply before you use...
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Making Outbound Calls
The program enables sales professionals to execute outbound calling campaigns. The Calls & Research tab provides the ability to make calls and do the additional background research that makes cold...
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