Demo

Viindoo apps demo handbook

27 step-by-step lessons for 8 apps: CRM, Sales, Employees, Time Off, Attendance, Payroll, Recruitment and OKR, on the Viindoo demo system.

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Parts of the handbook

How to use this handbook

Part I. CRM

4 lessons

  1. Lesson 1. Set up CRM: stages, lost reasons and sales teams
  2. Lesson 2. An opportunity from creation to won or lost
  3. Lesson 3. Sales pipeline, win/loss rate and lost reasons
  4. Lesson 4. Revenue forecast by expected closing month

Part II. Sales

3 lessons

  1. Lesson 5. Set up Sales: products and pricelists
  2. Lesson 6. Prepare a quotation, send it to the customer and confirm it as a sales order
  3. Lesson 7. Sales analysis by month, salesperson and product

Part III. Employees

3 lessons

  1. Lesson 8. Set up departments and job positions
  2. Lesson 9. Create an employee with a contract
  3. Lesson 10. View the organization chart

Part IV. Time off

3 lessons

  1. Lesson 11. Set up time off types and allocate leave
  2. Lesson 12. Create a leave request and reach the approval step
  3. Lesson 13. View the leave calendar and the days-off report

Part V. Attendance

4 lessons

  1. Lesson 14. Read the work shift that decides late arrival and early departure
  2. Lesson 15. View and correct check-in and check-out times
  3. Lesson 16. View attendance by month
  4. Lesson 17. View the time clocks and the data they uploaded

Part VI. Payroll

4 lessons

  1. Lesson 18. Read the salary structure and the contribution types
  2. Lesson 19. Read the payslip batches by month
  3. Lesson 20. Read a payslip with insurance and personal income tax
  4. Lesson 21. Analyze payroll by department, insurance and tax

Part VII. Recruitment

3 lessons

  1. Lesson 22. Read the positions and the recruitment stages
  2. Lesson 23. Move a candidate through the stages
  3. Lesson 24. Look at the recruitment analysis

Part VIII. OKR

3 lessons

  1. Lesson 25. Create an objective
  2. Lesson 26. Key results and updating the points
  3. Lesson 27. The OKR tree by quarter
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