Controls all information on customers, resellers, and vendors - including profiles, activities with business partners, and account balances and provides a calendar for user activities.Business partner management allows you to track and manage vital information about your clients and vendors. Capabilities include:

Cards management
Records all information about clients and vendors, including addresses, contact records, account balances, and more

Contacts
Records telephone calls, meetings, or any interactions between you and your client or vendor

Opening balances
Manages opening balances of customers and vendors

Contacts summary
Displays your open customer contact records

Sales opportunity
Records any sales opportunity, from first call to successful closure

Opportunity analysis
Reports on opportunities in three main dimensions: by customer, per item, and per agent

Sales pipe graph
Displays a dynamic sales funnel that shows all sales stages from lead to order, enabling you to view a detailed report at each stage


Wants to learn more ? Contact AMS sales office.