• TRASER Sales 365
  

• Documentation

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  • TRASER Sales 365 Basic

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    • Setup

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      • System configuration
      • Default values
      • Products and price lists
      • SharePoint setup
      • Document templates
      • Outlook integration
      • Teams integration
      • Further configurations
    • Usage

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      • User interface
      • Accounts
      • Contacts
      • Sales process

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        • Leads
        • Opportunities
        • Quotes
        • Orders
        • Invoices
      • Activities
  • TRASER Sales 365 Activities

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    • Creating activities
    • Converting activities
    • Appointments
    • Phone calls
    • Emails
    • Dynamics 365 Add-In for Outlook
    • Creating follow-up activities
  • TRASER Sales 365 Profiling

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    • Setup

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      • Creating profiling questionnaires
      • Setting up profiling highlights
      • Setting up profiling task
    • Usage

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      • Profiling app
      • Marketing lists
  • TRASER Sales 365 Machine Dealer

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    • Setup

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      • Machine categories and subcategories
      • Machine manufacturer
      • Machine models
      • Maschine conditions
      • Machine locations
      • Machine attributes
      • Service order types
    • Usage

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      • Machine database
      • Machine sales process
      • After Sales
  • TRASER Sales 365 Tax

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    • Setup

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      • Business posting groups
      • Product posting groups
      • VAT Posting Setups
    • Usage

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      • Automated tax calculation
  • Downloads

• Release Notes

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  • Release Note June 2022

• News