Proposal management made easy
Fortix Team2020-07-27T11:34:26-08:00If you’re finding it difficult to manage your business proposals, there’s an easy way to keep track.
Using Fortix’s ‘Proposals’ tool allows any business to quickly […]
Track your sales opportunities
Fortix Team2020-07-27T11:34:26-08:00In order for a business to thrive, effectively tracking your sales funnel is essential to ensure business opportunities are not lost. This is possible by using the Fortix Opportunity Management system. […]
Change the ‘first weekday’ in calendar
Fortix Team2020-07-27T11:34:26-08:00Sometimes it’s the little things that make all the difference.
In some countries, the first day of the week begins on a Monday, rather than on […]
Dashboards Galore
Fortix Team2020-07-27T11:34:37-08:00When you are dealing with multiple levels of management and departments, you know that they need different indicators for their areas. Having a dashboard for […]
Styling Icons
Fortix Team2020-07-27T11:35:26-08:00Over the past few months, our team has been working hard behind the scenes in pursuit of a great user experience, giving special attention to visuals, how things […]
Automating Sales (Pt 2) with Opportunity Tags
Fortix Team2020-07-27T11:35:26-08:00By now you should have your referral programs up and running and you have leads coming in thick and fast. You may identify a higher potential in one […]
Automating sales (Pt 3) with job conversions
Fortix Team2020-07-27T11:35:26-08:00Here is a little something we have come up with to make your departments talk to each other; Converting Sales to Jobs
With every successful conversion, one […]
Defaulting resources to selected quantities
Fortix Team2020-07-27T11:35:27-08:00The way you quote your products and services will differ based on the industry you are in. Our Fortix Enterprise Platform provides users the ability […]
Resources one vs two rows
Fortix Team2020-07-27T11:35:27-08:00There are two ways that you can view added resources in your quoting form on the Fortix Enterprise Platform:
The first, shown below, is to view […]
Organising estimates
Fortix Team2020-07-27T11:35:27-08:00When viewing estimates on your Fortix Enterprise Platform, you may be able to see the following components on the page:
1. Those that are pertaining to […]
