User Manual
Version 7.5
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Contragents

 
Module "Contragents" is designed to record statistics of visits to Contragents by sales representatives.
When the module is connected, an additional tab "Accounts" will appear in the Online section.
The list of Contragents is loaded into the system by the technical support service from a file at the request of the client.
 
The list of counterparties is loaded into the system by the technical support service from a file at the client’s request.
 
5.8.3. Contragents
 
 
1

Export table of counterparties

1. Export table of counterparties
Allows you to upload a list of Contragents to a file in csv format.
2

Clearing the map

2. Clearing the map
Allows you to clear the map from marks.
3

To show on the map

3. To show on the map
Shows all counterparties on the map.
4

Update list

4. Update list
Allows you to update the list of partner
5

Group of counterparties

5. Group of counterparties
A group of Contragents.
6

Sales Contragents

6. Sales Contragents
A sales representative to whom Contragents are assigned.
7

List of Contragents

7. List of Contragents
List of counterparties assigned to the sales representative.