1 BizAutomation CRM & Business Managment
The Bizform wizard gives administrators a way to customize forms within BizAutomation CRM + Business Management.
2 BizAutomation CRM & Business Managment – Floating project window
One disconcerting aspect of BizAutomations interface is the new actionwindow–the window cannot be moved.
3 BizAutomation CRM & Business Managment – Master list configuration
Customizing lists is straightforward in BizAutomation; these lists can apply to any part of the sales process.
4 BizAutomation CRM & Business Managment – Opportunity screen
The default configuration in BizAutomation makes price quoting central to defining a new opportunity.
5 BizAutomation CRM & Business Managment – Process definition
Sales stages are defined by milestones, as well as stages within each milestone, allowing for granular processes.
6 BizAutomation CRM & Business Managment – Prospect screen
Prospects are linked to other relevant data, such as open opportunities and action items, through tabs.
