1. Westcap CMS Call Management Contact Management Prospect Management

2. Select any of the menu items to see a demonstration. End

7. Adding note. System automatically enters user name and date/time stamp.

20. HTML Email with your own banner or logo at the top. You can set the system up to optionally sent in plain text or HTML with any Jpeg picture as a header/banner.

21. This shows the log. The check boxes select the records that you require to view.

22. Selecting “Follow-up due” causes follow-ups that are due for this user to be displayed. Green for today. Orange, more than a day. Red more than 6 days. Double-click the edit button to display the detail. Double Click

23. A record of follow-ups and emails have been automatically added to the notes

24. You can forward a log by email, only to someone entered as a user in the system. This facility may be used to dispatch jobs to a service person etc.

36. Select an action with a * to view the demonstration of the feature. Click on the close box to return to the menu. * * * *

38. The email as received by the recipients (your own logo/header will appear)

45. Select any of the menu items to view a demonstration (click on the home button to return to main menu)

46. Details of your Sales People are entered here

47. Set up as many sales status types as you require

74. Double click

80. You can import data into your prospects database from spreadsheets or other applications.

81. You can import data into your contacts or prospects databases from spreadsheets or other applications.

83. Select the column number above where appropriate data appears

87. As well as mass emailing by contact selection, contacts may be allocated to email lists and the emails sent from this screen

89. This is like “Sent Items” in Outlook.

94. Double click You can insert the details of the email into a new log or contact

95. Mark as read Mark as unread Delete Right click

97. This is where you set up all your custom list details for your Phone Log, Contacts and Sales Prospecting

99. Thank you for watching the demonstration For further information, please call us + 64 9 2803963 Or email info@westcap.co.nz Use your browsers back button to return to Westcap.co.nz