Functional Tabs

Lead

• Create/Edit new leads by source, type, location, demographics, rating, estimated sale amount information.
• Attach Schedules, Tasks and Event Logs with leads.
• Assign Lead to sales reps.
• Convert Lead to Account upon qualification or sale.
• Generate report on leads with defined search criteria (by rep, source, type, location, etc.).
• Import lead lists from Excel/CSV files (load thousands of leads in a second).

Account

• Create/Edit new account by customizable account type, demographics and rating. Attach remarks to account.
• Add multiple contacts to an account (it can be used to represent different office location of an account, or different projects or jobs of an account).
• Attach Opportunity to an account. An Opportunity can be used to capture a sales opportunity or a job to bid on. Multiple Opportunities can be attached to an account to represent the history of business transaction with this account.
• Attach Document to an account. A Document can be any document including sales order, proposal, Word document, Excel sheet, a scanned image, or an invoice.
• Attach Schedules, Tasks and Event Logs with an account.
• Search accounts by defined search criteria (by rep, type, demographics, rating)
• Generate report on closed sales amount of Closed Opportunities, conversion rate by reps and estimated sales revenue in the pipeline of future time frame. 

Contact

• Create/Edit new contact information
• Associate contact with an existing Account
• Search for Contact by first name, last name, city, state, post code, phone and email.

Opportunity

• Create/Edit new opportunity by opportunity name, estimated sales amount, probability, estimated close date, competitor name, next step, PO number, product, and status.
• Attach Document to an Opportunity. Multiple documents can be attached to an Opportunity such as estimate proposal, bids, diagrams, sketch drawing, contract, price list, etc.
• Attach Schedules and Tasks to Opportunities.
• Attach FloorEstimate Pro project with an account. So the project can be opened and edited from FloorLink.net (if user has FEP5 installed on the PC).
• Search opportunities by defined search criteria. 

Diagram

• View/Edit FloorEstimate Pro project.
• View detailed project information including customer, job site address, materials, quantities, prices, sales amount, installation diagrams and proposal sheet.
• Attach FEP projects with an existing Opportunity of an Account.

Document

• Create/Edit file folder and sub folder structure.
• upload file under any folder.
• Assign shared folders for sales team collaboration.

Schedule

• Create/Edit new schedule information.
• View schedules on daily, weekly, monthly and yearly and by reps or all reps.
• View colour coded schedules by reps or by customisable categories. For example, categories can be set as "Measurement", "Installation", "Material Order", "Services", etc.
• Installation scheduling: slot assignments, waiting list, map/directions

Task

• Create/Edit new tasks with start date, due date, percentage completed, description, and status.
• Track overdue tasks and completed tasks by reps.

Report

• Various management report from lead generation, conversion to sales report.
• Installation report

Settings

• Define detailed user information for map and weather information generation
• Allow defining store locations or departments.
• Create user groups and assign different access rights.

Report Types

Lead Reports

• Lead Report By Source: How effective are all lead sources (and campaigns)?
• Lead Report By Status: What is the status of all leads?
• Lead Assignment & Conversion Report: What are the lead assignment and status under each rep?
• Neglected Leads Report: Which leads need attention?

Account & Contact Reports

• New Accounts Report: What are the new accounts added recently by reps?
• Account Owners Report: Who owns which accounts up to date?
• Active Accounts Report: What are the accounts generating sales or have sales opportunity going on?
• Neglected Accounts Report: Which accounts need attention?

Opportunity Reports

• Opportunity Pipeline Report: What are the upcoming opportunities by stages?
• Estimated Revenue From Opportunities: What is the estimated coming revenue from opportunities?
• Opportunity Report By Rep: What are the opportunities under each rep?
• Opportunity Report By Sources: What sources are the opportunities coming from?
• Stuck Opportunity Report: Which opportunities have passed their expected closing date?
• Lost Opportunity Report: What are the opportunities lost to competitors or customers canceling their projects?

Sales Reports

• Sales Report by Rep: What are the closed sales by rep?
• Sales Report by Account: Which accounts generates the sales revenue?
• Sales Report by Source: How much sales revenue is generated by each opportunity source and campaign?

Activity Reports

• Schedules Report by Rep: How many scheduled activities are there by rep?
• Tasks Report by Rep: How many tasks are there for each rep?

Administrative Reports

• User Login Report: User login/logout status history.
• Account Status Report: Overview of your FloorLink.net account profile and subscription status.

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