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The most updated information about Jacktrade, press releases, press kit & media features.

Topic : Setup

Manage your entire business setup in Jacktrade easily. Review topics below to get started.

(48) Topics

Setup

Configuring Email Templates In Your Business

Setup

Configuring Business Locations

Topic : Email

An email is a vital tool in today's communication and information-sharing landscape. Manage your entire email communication setup via Jacktrade. Review the topics below to get started.

(8) Topics

Email Sending Service In Jacktrade

How To – Warm up an email account before sending emails?

Email Blacklist Prevention for Better Delivery Rates

Topic : Integration

Jacktrade is a powerful platform that provides businesses with a comprehensive business solution. Jacktrade's integration feature enables businesses to streamline their operations, reduce manual data entry, and eliminate duplicated efforts. Review the topics below to get started.

Increase Productivity With Dropbox

Topic : Campaigns

Manage your entire marketing campaigns in Jacktrade easily. Everything you need to reach people and keep them coming back. Review topics below to get started.

(3) Topics

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Campaigns

How To – Create a Newsletter

Campaigns

How To Create A Campaign

Campaigns

How To Add A Drip To The Campaign

Topic : Jobs

Workflow that is built to customize your customer’s shopping experience & attention that provides great flexibility to manage and track orders through it’s lifecycle. Review topics below to get started.

(10) Topics

Jobs

How To Fulfill And Return Products

Jobs

How To Fulfill and Return Bundle Kit

Jobs

How To Close a Job

Jobs

How To Complete Service in Jobs

Jobs

How To Build a Workorder

Topic : Opportunities

Maximize the returns on your customer relationships by focusing on the most valuable touchpoints through effective utilization of the sales pipeline. Review topics below to get started.

(12) Topics

Opportunities

Introduction To Opportunities

Opportunities

Configuring Opportunity Boards

Opportunities

Managing Views In Opportunities

Opportunities

Creating Opportunity In A Board

Opportunities

Opportunity Reports

Topic : Inventory

Inventory Management in Jacktrade helps you to manage your entire inventory under one platform including your product types, purchase orders and your sales orders. Review topics below to get started.

(23) Topics

Inventory

Setting Up Material

Inventory

Importing Your Inventory

Inventory

Configuring Attribute Policies

Inventory

Applying Attribute Policy to Product and Materials

Inventory

Setting Up Attached Services

Topic : Quotes

Manage simple or complex quotations for every customer. Review topics below to get started.

(28) Topics

Quotes

Sales Quotes Introduction

Quotes

Know Your Configuration

Quotes

Action Items In Quotes

Quotes

Working with Quotes List

Quotes

Reports in Quotes/Jobs

Topic : Customers

Customer relationship management (“CRM”) is a business software that helps sales, marketing, and customer support teams manage and track customer communication and sales efforts. It is designed so companies can more effectively manage, analyze and review customer interactions and data throughout the customer lifecycle. Review topics below to get started.

(25) Topics

Customers

Introduction To Segmentation

Customers

Benefits Of Segmenting Your Customers

Customers

Industry Use Cases Of Segmentation

Customers

Configuring And Using Segments

Customers

Cross Functional Segmentation Integration

Topic : Dashboard

Dashboard shows the reports configured in the business. Dashboard reports can be configured as required by your business, and dashboards can be assigned per user. Review topics below to get started.

(9) Topics

Dashboard

Automated Business Highlights

Dashboard

Staying On Top Of Your Game with Workboards

Dashboard

Configuring My Dashboards

Dashboard

Configuring Activity Boards

Dashboard

24*7 Support On Jacktrade

Topic : Calendar

Calendars play a significant role in planning and managing our schedules. From a business point of view, a calendar helps you in keeping an eye on the overall business, along with delegating tasks to the concerned associates, in an orderly way. Review topics below to get started.

(6) Topics

Calendar

Topic : Teams

Resource Management is about planning business operations and workload. It is about setting who is going to work on what. Review topics below to get started.