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Main Menu - Options & Functions

Main Calendar View: Displays your activities for the current week. Hover over an activity to view more details.

Smaller Calendar: Located to the left, allowing you to navigate and change the week displayed.

Suggested Activities Banner: Positioned above the weekly calendar, showing suggested activities for the day. Click on any activity to view its details.

Activities: As a user you are able to add an activity, review overdue activities, review activity history, review activities by purpose, review customer coverage

Useful Links Section: Quick links to key areas such as Activities, Customers, Leads and Opportunities, and outstanding Issues.

Activity Management: Easily add new activities using the [Add New] button at the bottom right corner of each day in the calendar.

Just under the main screen title bar, is an area called Today’s Suggestions, which includes a variety of uses:

  • Provides actionable insights and recommendations based on current system data
  • Suggests follow-ups with clients or pending tasks
  • Offers maintenance reminders for equipment
  • Highlights opportunities for optimizing rentals or operations
  • Alerts users to contract renewals or overdue invoices
  • Helps prioritize daily activities for improved productivity
  • Streamlines operations by offering relevant, timely suggestions

The top menu bar of SalesLink within Equipment CRM contains the following elements for easy navigation and access to key features:

  • ON THE GO: Provides quick access to daily activities, leads, opportunities, territory management, and issues.
  • CUSTOMERS: Allows users to manage customer-related activities, plans, and competitor information.
  • PIPELINE: Focuses on the current sales pipeline, offering insights, leads, opportunities, sales, and commissions.

Access pages related to daily Activities, Leads and Opportunities, Territory, and Issues.

Access pages related to customer Territory, Activities, Plans, and Competitors

Access pages related to the current pipeline Insights, Leads and Opportunities, Sales, and Commissions (only when Commissions module implemented).

  • Search Icon: Click to search and filter information within Equipment CRM
  • Profile Icon: View and edit your current User Profile information.
  • Settings Icon: View and edit your current Equipment CRM settings.
  • Plus Icon: Quickly perform basic Equipment CRM tasks from anywhere in the application.

Equipment CRM contains a wealth of information that can also be shared by non-sales staff of your business via the customer search option. The “Customer Search” option in SalesLink, a product of Texada Software, is a feature designed to help users quickly and efficiently locate customer information within the system, information such as:

  • Search Fields: Customer name, contact details, and account number to pinpoint the needed customer profile.
  • Advanced Filters: More specific searches using attributes such as geographic location, customer status, and credit status.
  • Search Results: Displays a list of customers matching the criteria with details like name and recent transactions, offering options to view more data or edit records.
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