Star Sales Manager Manual
Table of Contents:
  • Star Sales Manager

  • Modules
  • Common Functions
  • Categories
  • Industries
  • Reminder Details
  • Master Password
  • Color Settings

  • Backup & Restore
  • Installation Details
  • Customer Support
    Star Sales Manager:
    Star Sales Manager is a Comprehensive Sales Management (Sales CRM) Software for Pocket PC. Star Sales Manager contains many number of modules to track every details related to sales.

    Sales Manager contains the following modules:
  • Account Manager
  • Contact Manager
  • Lead Manager
  • Opportunity Manager
  • Quote Manager
  • Order Manager
  • Order Manager
  • Case Manager
  • Task Manager
  • Appointment Manager
  • Team Manager
  • Member Manager

    Various searching techniques are provided including Date and Month Search to track data in various modules. All the data in "Star Sales Manager" can be moved to your desktop and can be copied back to your PDA by "Backup & Restore" option. This helps you to restore all your details after you hard reset your Pocket PC. 128-bit Encrypted Password Protection. Data in various modules can be exported to HTML/Word/CSV formats with desktop backups. Indomitable Color Setting option. Reminder of important dates at startup and during usage. A Complete Sales Management Utility for every Pocket PC USer.
    Modules:
    Click the respective module names to track the respective modules.

    Example:
    Click 'Accounts' to track the details in Account Manager.

    Account Manager:
    Click 'Accounts' in the main page to enter into the Account Manager module. Enter the required details and click 'Save' button to save the account details. The saved account names will be displayed in the Accounts List in a sorted format.

    Accounts can be searched with respect to Industry. Accounts can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular account name to activate a pop-up. Using the pop-up menu, the selected account detail can be edited, deleted and viewed. The selected account detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Contact Manager, Lead Manager, Opportunity Manager, Quote Manager, Order Manager, Case Manager and Task Manager use the 'Account Name' field. Necessary changes will be made in the above modules if the Account names are edited and deleted.

    ** Account Name is the only mandatory field.

    Contact Manager:
    Click 'Contacts' in the main page to enter into the Contact Manager module. Enter the required details and click 'Save' button to save the contact details. The saved contact names will be displayed in the Contacts List in a sorted format.

    Contacts can be searched with respect to Account. Contacts can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular contact name to activate a pop-up. Using the pop-up menu, the selected contact detail can be edited, deleted and viewed. The selected contact detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Quote Manager, Order Manager, Task Manager, Product Manager and Appointment Manager use the 'Contact Name' field. Necessary changes will be made in the above modules if the Contact names are edited and deleted.

    ** First Name is the only mandatory field.

    Lead Manager:
    Click 'Leads' in the main page to enter into the Lead Manager module. Enter the required details and click 'Save' button to save the lead details. The saved lead names will be displayed in the Leads List in a sorted format.

    Leads can be searched with respect to Account. Leads can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular lead name to activate a pop-up. Using the pop-up menu, the selected lead detail can be edited, deleted and viewed. The selected lead detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Task Manager uses the 'Lead Name' field. Necessary changes will be made in the Task module if the Lead names are edited and deleted.

    ** First Name is the only mandatory field.

    Opportunity Manager:
    Click 'Opportunities' in the main page to enter into the Opportunity Manager module. Enter the required details and click 'Save' button to save the opportunity details. The saved opportunity names will be displayed in the Opportunities List in a sorted format.

    Opportunities can be searched with respect to Account. Opportunities can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular opportunity name to activate a pop-up. Using the pop-up menu, the selected opportunity detail can be edited, deleted and viewed. The selected opportunity detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Task Manager and Quote Manager uses the 'Opportunity Name' field. Necessary changes will be made in those modules if the opportunity names are edited and deleted.

    ** Opportunity Name is the only mandatory field.

    Quote Manager:
    Click 'Quotes' in the main page to enter into the Quote Manager module. Enter the required details and click 'Save' button to save the quote details. The saved quote names will be displayed in the Quotes List in a sorted format.

    Quotes can be searched with respect to Account and Product. Quote can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular quote name to activate a pop-up. Using the pop-up menu, the selected quote detail can be edited, deleted and viewed. The selected quote detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Task Manager uses the 'Quote Name' field. Necessary changes will be made in the Task module if the Quote names are edited and deleted.

    ** Quote Subject is the only mandatory field.

    Order Manager:
    Click 'Orders' in the main page to enter into the Order Manager module. Enter the required details and click 'Save' button to save the order details. The saved order names and purchased date will be displayed in the Orders List. The order names will be sorted by date.

    Orders can be searched with respect to Account and Product. Order can also be searched by entering the starting letter, word etc., in the search box.

    Order names can also be tracked with respect to Date and Month. A select box to the right of search box contains three options. They are All, Month and Date. Selecting 'Month' and selecting a particular month from the date-picker will display the orders in that particular month. Selecting 'Date' and selecting a particular date from the date-picker will display the orders in that particular date. Selecting 'All' will display all the orders.

    Click any particular order name to activate a pop-up. Using the pop-up menu, the selected order detail can be edited, deleted and viewed. The selected order detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Task Manager uses the 'Order Name' field. Necessary changes will be made in the Task module if the Order names are edited and deleted.

    ** Order Subject is the only mandatory field.

    Product Manager:
    Click 'Products' in the main page to enter into the Product Manager module. Enter the required details and click 'Save' button to save the product details. The saved product names will be displayed in the Products List in a sorted format.

    Products can be searched with respect to Category. Product can also be searched by entering the starting letter, word etc., in the search box.

    Click any particular product name to activate a pop-up. Using the pop-up menu, the selected product detail can be edited, deleted and viewed. The selected product detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    Quote Manager and Order manager use the 'Product Name' field. Necessary changes will be made in those modules if the Product names are edited and deleted.

    ** Product Name is the only mandatory field.

    Case Manager:
    Click 'Cases' in the main page to enter into the Case Manager module. Enter the required details and click 'Save' button to save the case details. The saved case names will be displayed in the Cases List in a sorted format.

    Cases can be searched with respect to Account. Cases can also be searched by entering the starting letter, word etc., in the search box.

    Click any case name to activate a pop-up. Using the pop-up menu, the selected case detail can be edited, deleted and viewed. The selected case detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    ** Case Subject is the only mandatory field.

    Task Manager:
    Click 'Tasks' in the main page to enter into the Task Manager module. Enter the required details and click 'Save' button to save the task details. The saved task names will be displayed in the Tasks List in a sorted format.

    Tasks can be searched with respect to Account, Lead, Opportunity, Quote and Order. Tasks can also be searched by entering the starting letter, word etc., in the search box.

    Click any task name to activate a pop-up. Using the pop-up menu, the selected task detail can be edited, deleted and viewed. The selected task detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    ** Task Subject is the only mandatory field.

    Appointment Manager:
    Click 'Appointments' in the main page to enter into the Appointment Manager module. Enter the required Appointment details/Meeting details/Call details and click 'Save' button to save the details. The saved appointment/meeting/call names will be displayed in the Appointments List in a date-sorted format.

    Details can be searched with respect to Appointment/Meeting/Call. Details can also be searched by entering the starting letter, word etc., in the search box.

    Appointments/Meetings/Calls can also be tracked with respect to Date and Month. A select box to the bottom of search box contains three options. They are All, Month and Date. Selecting 'Month' and selecting a particular month from the date-picker will display the Appointments/Meetings/Calls in that particular month. Selecting 'Date' and selecting a particular date from the date-picker will display the Appointments/Meetings/Calls in that particular date. Selecting 'All' will display all the Appointments/Meetings/Calls.

    Click any appointment/meeting/call name to activate a pop-up. Using the pop-up menu, the selected appointment/meeting/call name can be edited, deleted and viewed. The selected appointment/meeting/call detail can also be exported to HTML/Word/CSV formats using the pop-up menu.

    ** Subject is the only mandatory field.

    Team Manager:
    Click 'Teams & Members' in the main page to enter into the Team Manager module. Enter the team name and click 'Add' button to save the team detail. The saved team names will be displayed in the Teams List in a sorted format.

    Click any team name to activate a pop-up. Using the pop-up menu, the selected team name can be edited and deleted.

    Account Manager, Contact Manager, Lead Manager, Opportunity Manager, Quote Manager, Order manager, Product Manager, Case Manager, Task Manager and Appointment Manager use the 'Team Name' field. Necessary changes will be made in those modules if the Team names are edited and deleted.

    Member Manager:
    Click 'Teams & Members' in the main page to enter into the Team Manager module. Click any team name to activate a pop-up menu. Select 'Members' in the pop-up menu to enter into the Member Manager module. The members under the selected team will be displayed in the Members List.

    Enter the member name and click 'Add' button to save the member detail. The saved member names will be displayed in the Members List of the selected team in a sorted format. Click any member name to activate a pop-up. Using the pop-up menu, the selected member name can be edited and deleted.

    Account Manager, Contact Manager, Lead Manager, Opportunity Manager, Quote Manager, Order manager, Product Manager, Case Manager, Task Manager and Appointment Manager use the 'Member Name' field. Necessary changes will be made in those modules if the Members names are edited and deleted.

    Common Functions:
    The following functions are the common functions in all the above modules.
  • New
  • Clear
  • Export
  • Cancel

    New:
    Click 'New' button to add new details in the respective modules.
    Clear:
    Click 'Clear' button to clear all the details in the respective modules.
    Cancel:
    Click 'Cancel' button to go to the main page from the respective modules.
    Export:
    Click 'Export' button to enable a pop-up menu, which contains HTML, Word and CSV options. The respective module details according to their search options can be totally exported to HTML, Word or CSV files using this option.
    Category Details:
    Select 'Category' from the Tools icon to enter into the Category Manager module. Enter the category name and click 'Add' button to save the category detail. The saved category names will be displayed in the Category List in a sorted format.

    Click any category name to activate a pop-up. Using the pop-up menu, the selected category name can be edited and deleted.

    Product Manager uses the 'Category Name' field. Necessary changes will be made in the Product Manager module if the Category names are edited and deleted.

    Industry Details:
    Select 'Industry' from the Tools icon to enter into the Industry Manager module. Enter the industry name and click 'Add' button to save the industry detail. The saved industry names will be displayed in the Industry List in a sorted format.

    Click any industry name to activate a pop-up. Using the pop-up menu, the selected industry name can be edited and deleted.

    Account Manager uses the 'Industry Name' field. Necessary changes will be made in the Account Manager module if the Industry names are edited and deleted.
    Reminder Details:
    Reminder of the following important dates are provided at the startup.
  • Contact - Birthday
  • Opportunity - Expected Close Date
  • Quote - Validity Date
  • Order - Support End Date
  • Task - Due Date
  • Appointment/Meeting/Call - Start Time
  • Appointment/Meeting/Call - End Time

    The above dates will be reminded at the startup and during the usage of the software. The reminders for that day can also be viewed by clicking the 'Reminder' icon in the commandbar. Reminder Dialog will be automatically activated according to the reminder settings for 'Appointment/Meeting/Call - Start Time' and 'Appointment/Meeting/Call - End Time'.
    Master Password:
    Master Password is provided to keep your data more secured. Master Password can be set by clicking 'Change Master Password' from the commandbar. Type and confirm master password, provide security question and answer and Click 'Change' to change the master password. At the startup, if the master password is set, the software asks for a master password. If you have forgotten the master password, there is an option to retrieve the password.
    Color Settings:
  • Background and Foreground Colors can be changed for the following Pages
    • Main Page
    • Modules Page
    • View Page
    • Tools Page
  • Click a particular rectangle to change that particular color.
  • Clicking a color rectangular enables the color box.
  • Choose the required color and press 'OK' in the color box.
  • The chosen color will replace the previous color of the rectangle.
  • Click 'Home' button to set the chosen color.
    Backup & Restore
    Data Stored in the Pocket PC Device can be backed up to the 'Desktop PC' and restored whenever required using Microsoft ActiveSync. This helps the Pocket PC user to backup their data in 'Desktop PC' before they 'Hard Reset' the Pocket PC device(if and when required). Even after the 'Hard Reset' is performed, the already stored data can be restored back to the Pocket PC device from 'Desktop PC' using Microsoft ActiveSync.

    In order to Backup and Restore your Pocket PC Data, Please follow the steps given below.

    Backup
  • Clicking 'Backup' menu, leads to a file dialog box, where you can type the file name and can save the backup file.
  • Saved file name can be saved anywhere within the 'My Documents' folder of the Pocket PC.
  • You can store any number of backup files under various names.
  • All the backup files will be stored with the extension '.ssm'.
  • You can backup the saved files to desktop pc by connecting the pocket pc to the craddle.
  • The backup files transferred to the desktop pc can be imported/restored in the desktop version of Star Sales.
  • The above process can also be done from desktop pc to handheld pc.

    Restore
  • In order to restore the backed up data to your device, Connect the Device to your craddle.
  • Start MicroSoft ActiveSync.
  • Copy the saved '.ssm' files back from desktop to the 'My Documents' folder of the Pocket PC.
  • Start 'Star Sales' and Click the 'Restore' menu. It leads to the file dialog box.
  • Selecting a particular file restores all the data stored in that backup file.
  • The above process can also be done for the desktop version of Star Sales.
    Note:
    We have provided 3 following Setup files with this manual for the convenience of the users.
  • Star Sales Manager 2000 Setup
  • Star Sales Manager 2002 Setup
  • Star Sales Manager 2003-WM 5.0 Setup

  • If your device runs on Pocket PC 2000 OS, Please install "Star Sales Manager 2000 Setup"
  • If your device runs on Pocket PC 2002 OS, Please install "Star Sales Manager 2002 Setup"
  • If your device runs on Pocket PC 2003 OS or on Windows Mobile 5.0 OS, Please install "Star Sales Manager 2003-WM5.0 Setup"
    If you have any comments or queries, please feel free to contact us.

    Customer Care,
    Sparkle Solutions, Inc.
    http://www.sparklesolutions.net
    support@sparklesolutions.net