Sales

Overview of clients screen

How clients are categorised - all, active, prospects & inactive

How to add a new client in MagManager

Overview of the client details tab & how to update a client record

How to search for a client in MagManager

How to add an advert booking in MagManager

How to add a content booking in MagManager

How to add a miscellaneous booking in MagManager

How to add a purchase order number

How to add a discount to a booking

How to send or print a booking confirmation

How to update a booking that has not been invoiced

How to update a booking that has been invoiced

How to cancel a booking

How to cancel a paid or part booking using the void button

How to make a provisional booking

How to create a proposal from a provisional booking

How to add actions

How To Add Outlook Calendar Events To Your Actions Calendar

How to add a note on the client record

How to add additional client contacts

Overview of the client timeline tab

How to add marketing consent

How to add a post-it note to the client record

Complimentary Copies and Voucher Copies

How to add website and social media links

How to update client details for the web directory

How to create customs tabs

Overview of bookings screen

Overview of sales screen

Gamification on Sales

How to add sales targets