Acctivate’s Sales List delivers a snapshot of active & historical quote and order data to make strategic decisions and serve customers promptly.
Find quotes & orders instantly using dynamic search with sorting + create filters to save for your own use or to share company-wide.
Order Status Insights
A quick list of all quotes & orders for easy prioritizing with order number, customer, and order & overdue status that can be narrowed down with search and selected for a snapshot of data.
Activity history for selected quote/order that is searchable & filterable by type, i.e., business activities, invoices, notes/emails, and shipments.
Quote / Order Snapshot
Condensed details for selected quote/order with bill to/ship to addresses, line item info with product drill-down & order total.
An overview of data in a compact sidebar with customer info, statuses + more and contact & shipping info.
Accomplish tasks fast and easy, i.e., edit, copy & print order; create credit memo, drop ship/special order PO, assembly, activity and note for the order; drill-down into order line items & activity history; and create a new order.
Hear it from Acctivate users
JET – Sales List Concept
With Acctivate, when somebody calls and wants to know what’s happening with their order, we can immediately click and track and update them.
Hershel Belkin, IT & Sales Manager, Jewish Education Toys
Aidan Gray – Sales List Concept
Acctivate is easy to use — it’s visual and everything is right in front of you. Acctivate is very user-friendly and it’s just logical the way it lays out.
Derrick Ricketts, National Sales Manager, Aidan Gray Home
LDA Creations – Sales List Concept
I consider Acctivate invaluable. There’s just so much available in Acctivate not everybody had access to before. Somebody in production might have a question about an order open in front of them and they can call somebody who can also pull up the same order – and you’re both looking at the same information. It’s just a wonderful all-around thing.
Deb Propst, Accounting Manager, LDA Creations
A&D Sales and Marketing – Sales List Concept
There are a lot of different ways for us to pull up the orders once they’re in Acctivate. It’s much more efficient than what we had before and it saves a lot of time. Sales people need to be selling; they don’t need to be looking for information that may or may not be there and Acctivate keeps it all in one spot – and it’s easily accessed.
Jim Stockland, President, A&D Sales and Marketing
Deliver Timely Responses by Pinpointing Order Info in Mere Seconds
Within one central window, the Sales List, find quotes and orders with minimal effort through dynamic search to narrow down orders by any associated information.
Plus, create filters using conditional and group filtering on multiple data sets. Save filters for yourself or share company-wide for quick access in the future.
Have pertinent & insightful sales information in front of you immediately in an at-a-glance view with drill-down capabilities and quick actions for serving customers and collaborating with staff.
Promptly Reference Important Historical & Active Order Events
The Timeline tab provides quick access to all events, past and current, associated with an order, including business activities, invoices, notes/emails, and shipments.
Quickly search and filter through the listed events and drill-down into each for further discovery.
Make Informed Decisions & Maintain Customer Relationships with Prominent Visibility to the Most Important Sales Information
Sales quote and order information organized in a convenient & consolidated manner to keep the sales process for each order moving smoothly and to respond strategically.
Quickly see workflow status for each order and identify priority orders with smart date insight.
Know all aspects of an order instantly with micro views of orders with line item drill-down. Plus, view grouped key info & insights, including customer with drilldown, order & workflow status, key dates, picklist drilldown, contact info, and shipping info, i.e., ship via and FOB.