Webhuk Documentation

1. A New Callsheet when added to a Sales Funnel needs you to input follow up dates for this particular Callsheet.   2. Webhuk's database system automatically relates a parti

  Sales Funnel Events are all the events that are associated with a typical Sales Funnel.   Webhuk comes preloaded with a bunch of Events. To get to Sales Funnel Events   1. Mouse-

  To edit a Callsheet   1. Mouse-Over on the Sales Menu 2. Select All Callsheet, the next window lists all the Callsheets in the system 3. On the row of the selected Callsheet

  A Callsheet is the record of the type of calls that have been made to the customer for this opportunity.  1. Mouse-Over on Sales Menu 2. Select New Callsheet from the dro

  1. Mouse-Over on Sales Menu 2. From the drop down select Recent Sales Funnel and from the right hand pop-up the name of  the Funnel which is to be edited 3. Or, select All Sales Fu

  1. Mouse-Over on Sales Menu 2. On the drop-down select New Sales Funnel 3. A new editable window opens up 4. Select the Company from the company-drop down menu, the Sales F

  Manage an unlimited number of sales leads using the Sales Funnel system and threaded Callsheets. Provide access to specific Targeted Industry to Teams and track their progress visually through

  To list all the Pending Payments in the system   1. Mouse-Over on Payments Menu 2. From the Pending Payment section of drop down 3. Select either Incoming or Outgoing Pending Pay

  An existing Payment can be edited, as per the Payment's status.   1. Mouse-Over on the Payments Menu 2. From List Payements section, select Incoming or Outgoing Payments

  A payment is the transfer of money from one party (such as a company, person, vendor, supplier etc) to another (such as a company, person, vendor, supplier etc). Payments are usually made in e