Sales

• CRM
  • Organize the pipeline
    • Activities
      • Schedule activities
      • View scheduled activities
      • Configure activity types
        • Activity settings
          • Action
          • Default user
          • Default summary
        • Next activity
          • Suggest next activity
          • Trigger next activity
    • Manage lost opportunities
      • Mark a lead as lost
      • Create/edit lost reasons
      • Retrieve lost opportunities
      • Restore lost opportunities
        • Restore multiple opportunities at once
    • Multiple sales teams
      • Create a new sales team
        • Add members to a sales team
      • Sales team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
      • Merge leads and opportunities
    • Generate leads/opportunities
      • Configure email aliases
      • Use Contact Forms on your website
      • Customize Contact Forms
        • Edit Contact Form fields
    • Send quotations
      • Create a new quotation
      • Mark them won/lost
    • Lead mining
      • Configuration
      • Generate leads
      • Pricing
  • Assign and track leads
    • Track your prospects visits
      • Configuration
      • Track a webpage
      • See visited pages in your leads/opportunities
    • Assign leads with predictive lead scoring
      • Predictive lead scoring
        • Configuration
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
  • Analyze performance
    • Check your Win/Loss Ratio
    • How to use Google Spreadsheet in Addition to my Data?
      • Configuration
        • Create a new Spreadsheet
        • Link a Spreadsheet with Juniper
      • Applications
        • Retrieve Data
        • Retrieve Grouped Sums
        • Other uses
  • Optimize your Day-to-Day work
    • Enrich your contacts base with Partner Autocomplete
      • Configuration
      • Enrich your contacts with corporate data
      • Pricing
    • How to motivate and reward my salespeople?
      • Configuration
      • Create a challenge
        • Set up goals
        • Set up rewards
• Sales
  • Send Quotations
    • Quotation templates
      • Configuration
      • Create quotation templates
      • Design quotation templates
      • Use quotation templates
    • Optional products
      • Optional products on quotations
      • Optional products on quotation templates
    • Online signatures for order confirmations
      • Activate online signatures
      • Order confirmations with online signatures
    • Online payment order confirmation
      • Enable online payment
      • Register a payment
    • Quotation deadlines
      • Expiration date deadlines
      • Deadlines in quotation templates
    • Deliveries and invoices to different addresses
      • Settings
      • Contact form configuration
      • Address added to quotations
    • Terms and conditions
      • Default terms and conditions
        • Configuration
        • Quotation templates
        • Attachment on confirmation emails
      • Website page
      • Email attachments
    • Product variants on quotations and sales orders
      • Configuration
      • Product configurator
      • Variant grid entries
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Activate these features
      • Choose an invoicing policy on a product form
      • Impact on sales flow
    • Down payments
      • Initial down payment request
      • Request a 50% down payment
      • Income account and customer taxes modifications
    • Pro-forma invoices
      • Activate the feature
      • Send a pro-forma invoice
    • Invoice based on time and materials
      • Invoice time configuration
      • Invoice your time spent
      • Expenses configuration
      • Add expenses to your sales order
      • Invoice purchases
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
    • Re-invoice expenses to customers
      • Expenses configuration
      • Add expenses to your sales order
    • Sell subscriptions
      • Make a subscription from a sales order
  • Products & Prices
    • Manage your products
      • How to import Products with Categories and Variants
        • How to customize the file
        • Why an “ID” column?
        • How to import relation fields
      • Product variants
        • Configuration
          • Activating product variants
          • Creating attributes
          • Creating product variants
          • Managing product exclusions
          • Setting a price per variant
        • Impact of variants
      • Automatically get product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • Juniper
        • Automatically get your product images in Juniper
    • Manage your pricing
      • How to adapt your prices to your customers and apply discounts
        • Several prices per product
          • Prices per customer segment
          • Temporary prices
          • Prices per minimum quantity
        • Discounts, margins, roundings
          • Discounts with roundings
          • Costs with markups (retail)
        • Prices per country
        • Compute and show discount % to customers
      • How to sell in foreign currencies
        • Automatic conversion from public price
        • Set your own prices
    • Process returns and refunds
      • Before invoicing
      • After invoicing
• Point of Sale
  • Start a session
  • Sell products
  • Set customers
  • Customer notes
  • Return and refund products
  • Close the POS session
    • Log in with employee
      • Set up log in with employees
      • Switch without pin codes
      • Switch cashier with pin codes
      • Switch cashier with barcodes
      • Find who was the cashier
    • Receipts and invoices
      • Receipts
        • Reprint a receipt
      • Invoices
        • Activate invoicing
        • Select a customer
        • Invoice your customer
        • Retrieve invoices
    • Configuration
      • Access POS settings
      • Make products available
        • Secure connection (HTTPS)
          • Force your Point of Sale to use a secure connection (HTTPS)
        • Self-signed certificate for ePOS printers
          • Generate, export, and import self-signed certificates
          • Check if the certificate was imported correctly
    • Shop features
      • Sales orders
        • Select a sales order
        • Apply a down payment or settle the order
      • Barcodes
        • Configuration
        • Assign barcodes
          • To your products
          • To your employees
        • Use barcodes
          • Scan products
          • Log employees
      • Serial numbers and lots
        • Serial numbers and lots importation
        • Serial numbers and lots creation
    • Restaurant features
      • Configuration
        • Bills
          • Configuration
          • Bill printing
          • Bill splitting
        • Floors and tables management
          • Add a floor
          • Add tables
          • Register your table(s) orders
          • Transfer customer(s)
          • Register an additional order
        • Orders printing
          • Activate the bar/kitchen printer
          • Add a printer
          • Print a kitchen/bar order
          • Print the order in the kitchen/bar
        • Tips
          • Configure Tipping
          • Add Tips to the bill
    • Pricing features
      • Discounts
        • Apply manual discounts
          • Apply a discount on a product
          • Apply a global discount
        • Apply time-limited discounts
          • Create a pricelist
          • Using a pricelist with the PoS interface
      • Discount tags (barcode scanner)
        • Barcode Nomenclature
        • Scan the products & tags
      • Loyalty programs
        • Configuration
        • Use the loyalty program in your PoS interface
      • Pricelists
        • Configuration
          • Create pricelists
            • Multiple prices per product
            • Advanced price rules
          • Select pricelists
      • Tax rates (fiscal positions)
        • Set up fiscal positions for PoS
        • Using fiscal positions
        • Set up a default fiscal position
      • Cash rounding
        • Configuration
    • Payment methods
      • Payment terminals
        • Configuration
          • Adyen
            • Configuration
              • Configure the payment method
                • Generate an Adyen API key
                • Locate the Adyen terminal identifier
                • Set the Event URLs
            • Add a new payment method
            • Pay with a payment terminal
          • Ingenico
            • Configuration
              • Connect an IoT Box
              • Configure the Lane/5000 for Ingenico BENELUX
              • Configure the payment method
            • Pay with a payment terminal
          • SIX
            • Configuration
              • Configure the Payment Method
            • Pay with a Payment Terminal
          • Vantiv
            • Configuration
              • Configure the Payment Method
            • Pay with a Payment Terminal
          • Worldline
            • Configuration
              • Connect an IoT Box
              • Configure the protocol
              • Set the IP address
                • Hostname
                • Port number
              • Configure the payment method
            • Pay with a payment terminal
    • Reporting
      • View statistics
• Subscriptions
  • Configuration
    • Use subscription templates
      • Configuration
      • Create your first template
    • Add subscription products
      • Configuration
  • Sales flow
    • Create a quotation using subscription products
      • Create your first quotation
      • Manage your subscriptions from your SO
    • Renew a subscription
      • Renew your first subscription
      • Visualize your subscriptions to renew
    • Upsell a subscription
      • Configuration
      • Upsell your first subscription
    • Close a subscription
      • Configuration
      • Close your first subscription
        • Administrator view
        • Customer view
  • Follow-up
    • Set up automatic alerts
      • Create a new automatic alert
      • Modify an existing automatic alert
  • Reporting
    • Generate subscription reports
      • Subscriptions analysis report
      • Retention analysis report
      • Revenue KPIs report
      • Salesperson dashboard report
• Rental
  • Rental Pricing
    • Configuration
    • Computing
  • Customer signature
  • Pickup and Return receipt