|
The Concept
Sales Lead Tracker Add-in for Microsoft Word / Excel is an innovative
plug-in that seamlessly integrates Sales Lead Tracker &
Microsoft Word & Excel to provides easy access to Sales Lead
Tracker
Functionalities from Microsoft Office interface and improves the
adaptability of Sales Lead Tracker in your existing work environment.
The Add-in enables you to Add Contacts, documents and
templates directly from Word / Excel. This simplifies your
working experience with Sales Lead Tracker and Microsoft Word / Excel.
It is simple to identify and save templates/Model
Documents to Sales Lead Tracker Template Repository with few clicks.
The Need
In spite of
having best software solutions in a workplace, users depend on
the basic working environment of Microsoft Office for executing
their routine work. This gives rise to the problem of files
being stored to desktops or being scattered across the network.
Users needs to physically navigate between Microsoft Word /
Excel & his various works in the Microsoft Word / Excel and then
store it according to set parameters. This process is again
manual and requires your precious time. The requirement of
automation will definitely give a relief to the user.
Microsoft Word Add-in Functionality
Add-in
for Microsoft Word & Excel exactly brings in automation between
Word / Excel & Sales Lead Tracker and relieves the user from arrangement
of his documents without switching different screens, menus &
applications.
Innovatively approaching
Add-in
for Microsoft Word / Excel leverages the user's familiarity of
using Microsoft Word / Excel and by providing the flexibility to
call the Sales Lead Tracker environment at the click of a button
through Microsoft Word / Excel itself. Microsoft Office Word /
Excel Add-in for Sales Lead Tracker can be installed any time at your
convenience.
An icon is
automatically placed in the tool bar of Microsoft Word / Excel.
You can directly start working on the intended document as usual
and complete your work. As soon as you click on the Add-in icon
, Sales Lead Tracker loads itself automatically. You log in to the
software & a profiling window is opened .The document that you
have just created can be saved as a Document or Template. You
can give an appropriate subject to the document or select from
the existing subjects. Select the name & company for whom the
document is intended or add a new contact. Select other
important details like letter author, letter owner, dispatch
mode, letter status and add remark notes if required. Save by
simple click. The document is automatically saved to Sales Lead
Tracker and
you can view it by navigating to the Correspondence module of
the software. |
