SeoToaster CMS Guide
SeoToaster CRM Ultimate
- CRM Dashboard
- CRM Reports
- Configuration review
- Lead Creation
- Lead list view
  - Lead Export How to export leads to a spreadsheet in 3 clicks. Mass-action Lead Export
- Detailed Lead view
- Creating Opportunity
  - Opportunity Pipeline Visualize your deals in your sales cycle with cards. Drag and drop deals across to another column to reflect progress within your sales process. See your progress in opportunities pipeline.
- Sales Proposal/Quotes
  - Digital Signature Digital Signature For Sales Proposals and Quotes. Seal the deal with your customer, get an automatic pdf document generated once your quote is signed
  - Quote pdf Find an automatically generated attached to your lead after they sign in.
  - Partial Payment Get down-payment for your quote, you can always track offline deposits by marking your partial payment paid.
  - Offline Payments Once you have received your partial payment in cash or via a bank transfer system which is not attached to the website, you can still mark this payment as completed on your quote
- Creating organizations
- Detailed Organization view
- Organization list view
- Workflows
- Net Promoter Score
- Building Email & SMS Sequences
- Tools
- Remarketing/Audience Ad Automation with Facebook and Google Ads
CRM Video Tutorials
CRM Mobile Application
- Block Spammers from MOS and your Mobile or Desktop CRM App Blacklist spammers from your mobile device through the SeoSamba Lead & CRM app. Block Spammers by pressing "Block contact" in you CRM mobile application.
- Lead Mapping in CRM Mobile Application Lead Mapping. Search your leads and organizations on the map, create driving routs in SeoSamba Mobile CRM. Find your CRM contacts on the map and add the to your route.
- Remove Your SeoSamba Account

Documents Tab

All Quotes/Sales Proposals signed by your lead automatically will be stored under Documents tab on this lead's detailed screen. And you can store there all documents associated with this lead, just click on the button "Upload new document" And anytime you need to lookup some documents, you can find them in your CRM.

documents tab

Back to Community Page

Find Information on This Page

Documents Tab