UFIDA T3 Customer Pass

UFIDA T3 Customer Communication is a customer relationship management software based on B/S architecture and with powerful customization functions built by UFIDA. UFIDA Software T3 Customer Pass is a very practical marketing tool. Users can customize marketing activities and conduct marketing effect analysis. This is a very easy-to-use software. UFIDA Software T3 Customer Pass aims at customer marketing to help them improve their marketing capabilities.

Features of UFIDA T3 Customer Pass:

1. Customer management:

Includes leads, accounts, and contacts. Realize customer attribute customization, query and report customization, full view of customer data, clue sorting and conversion into customers, as well as customer classification, grouping, distribution, batch processing, import and export, printing and other functions.

2. Marketing:

The marketing process can be customized for detailed marketing process management (including stages, actions, expenses, income, etc.) and professional marketing effect analysis.

3. Sales management:

The sales process can be customized for detailed sales process management (including stages, actions, sales, etc.), sales promotion status analysis can be performed, and sales funnel analysis and forecasting can be performed based on sales quotas. Includes: sales opportunities, quotes, orders, sales quotas and sales forecasts.

4. Email management:

Multiple accounts, email distribution, email permissions, email archiving, email templates, and email effects.

How to use UFIDA T3 Customer Pass:

How to delete the account set in UFIDA t3?

1. Double-click the UFIDA t3 software and click OK after registration.

2. Back up the account set first. UFIDA t3 cannot delete the account set directly. It can only be deleted after backing up the account first. Select the account set that needs to be deleted in the drop-down list. While backing up, check Delete the account set.

3. Execute the backup. After confirmation, the system will display a progress bar. Please wait patiently.

4. Select the path to back up the account set. After selecting the path, click OK.

5. After the backup is completed, click OK. The system will prompt you whether to delete the account set. Click Yes, and the deletion is complete.

Frequently asked questions from UFIDA T3 customers:

How to reverse checkout in UFIDA software t3?

1. Enter UFIDA software T3 Customer Pass, open the general ledger system module, click General Ledger - Period End - Checkout, as shown in the figure:

2. In the pop-up window, select the last billing month for which you want to cancel the billing, press the ctrl+shift+f6 key combination, and then enter the password of the account manager, as shown in the figure:

UFIDA Software T3 Customer Pass update log:

1: Optimized performance

2: We are serious about solving bug problems