• Service management
  • Service management features
  • Service case "Fault" – unplannable
  • Service calls
  • Service quotes
  • Service order and mission planning
  • Service resource planning
  • Service mission confirmation and accounting
  • Maintenance service cases and contract management
  • Order generation from sales contracts
  • Representation of the customer installation (service objects)
  • Using FAQs in service
  • Using trouble codes in service
    • Trouble code master management
    • Selecting keywords for trouble codes
    • Trouble code search in the form or in the trouble tree
    • Quickly identifying listed troubles for a service call
    • Actors and personal roles in service
    • Sales funnel for the service
  • JustRelate CRM Documentation
  • Service management
  • Using trouble codes in service
  • Sales funnel for the service

Sales funnel for the service

For optimizing success control, you can find an integrated sales funnel in the cases overview lists (Sales/Service / Service cases overview menu).

See also: Sales, Main status in sales

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