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Apprentice
Posted
We have multiple users and sales reps. We use DL for everything we do. We us Org's as our "hub." Everything is attached to them; projects and opp's.

I use DL to track sales on a day to day basis using a variety of smart lists and reports.

How can I oversee my sales reps if they are using Billings to gain payments? How can I run reports company wide on income and sales?

I would like to use Billings, but I am scared to death.

Help?


John Garrett
The MicroFit Group
Partner | Business Development
 
Posts: 2 | Location: Birmingham, AL. | Registered: November 20, 2008Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
If you're talking about all sales reps using Billings, this doesn't sound like a fit for Billings. It's not multi-user, plain and simple.

We're in a similar position regarding use of Daylite, and are just beginning the use of Billings, but Billings means we've made a decision that invoicing only happens on one computer. That makes sense for us - all orders get processed by the same person, or at the same computer if she's not there, and the sales reps shouldn't be doing this or arranging shipping.
 
Posts: 9 | Location: Vancouver | Registered: November 19, 2008Reply With QuoteEdit or Delete MessageReport This Post
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Marketcircle    Forums  Hop To Forum Categories  Billings  Hop To Forums  Using Billings    Running a company for 2 years on DL, want to integrate Billings... HELP

 

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