Overview ASPEC Microsoft Outlook Add-In pushes selected Emails into ASPEC, synchronizes Appointments and Calendars from ASPEC into Microsoft Outlook, and copies selected Contacts from ASPEC into Microsoft Outlook Contact List. Installing the Add-In The Add-In is available with ASPEC. Clicking setup.exe unzips and runs the installation. When the installation is completed, users see the ASPEC […]
Overview Sales Quotes reside in ASPEC, but you want to send a Quote to your customers in a PDF format. One way to accomplish it is to pull Quote values into MS Word document and then save is as a PDF. That document can contain your company logos, tables, legal text, images and any other […]
If your organization is using a Marketing module of ASPEC then you can take advantage of tracking Interactions that are related to a Marketing Event. Fig 1: Marketing Interaction Creating Marketing Interactions You can create Event focused Interactions from a Marketing Event. They will be automatically linked to Contacts that participate in the Event. You […]
Every interaction with the Contact is very important and needs to be recorded. The Interaction listview allows you to manage and view each Interaction with the customer. Sort through your customer interactions by date, owner, company, summary, IBO or Lead, type and description and other information. Taking clients out, pitching your product and meetings are all […]
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer. Click the Add Interaction button at the top left of any IBO form. The Type of interactions that are available can be configured by your organization’s administrator in Setup – Lookup Options. This is a […]