Template Manager utility program creates templates that customize Desktop Sales Manager or Pocket Sales Manager to your business, your industry, and your selling style - without any special programming skills required. Choose the type of information to be collected in the fields – text, lists, dates, yes/no.

Create drop down lists that contain the choices that save you time. Set validation to insure that email fields contain email, phone number fields contain phone numbers, currency fields contain currency, etc. You can even add ‘template’ information in the Journal fields – a sales plan to be completed, questions you want to ask your prospects – almost anything.

Outlook Connection

You can also use Template Manager to control the connection between Desktop/Pocket Sales Manager and 28 Microsoft Outlook fields. So when you pick an Outlook contact in Desktop or Pocket Sales Manager the Outlook name, address, telephone, etc all get transferred with one click.

Field types supported

• Text, list (entry allowed),
• list (choose only)
• checkbox
• calendar

Set business use of fields

• Quantity, Discount, Price, Booking Date, Stage, Probability, Territory, Product, Type, Company, Contact, Role/Title, Phone, Email, or Address.

Set the default value of a field when a new opportunity is created. Allows creation of the values that appear in drop-down lists.Set the list of items

Journal Fields

Set the tab titles on Journal fields and create default text for the Journal when a new opportunity is created.

Sales Analysis:

Define each of the 25 sales analysis criterion and weights

Formulas

Perform calculations between data fields. Examples: [FullName] = [FirstName] + " " + [LastName] [Commission] = [Revenue] * [CommissionRate]