Maximize Sales with the Inxeption Offers Module - User Guide

Maximizing Your Sales with the Inxeption Offers Module

Welcome to the Inxeption Managed Store's Offers module, your go-to solution for crafting personalized deals that resonate with your customers. This powerful tool is designed to streamline the negotiation process, allowing you to engage directly with buyers over the products you're passionate about selling. The Offers app dashboard is your command center, offering comprehensive insights into every aspect of your offer's lifecycle—from draft to deal closure.

Dashboard Features

Comprehensive Offer Tracking

  • Easily track the status of all your offers, including those drafted, accepted, sent, and even those that have expired or been canceled, all from one centralized dashboard.

Advanced Filtering and Searching

  • Filter offers by status or sales representative to view the most relevant deals.
  • Locate offers quickly using the offer number, contact name, business name, or a unique offer nickname.

Saving Your Searches

Bookmark your most used filters for future use. Simply set your desired filters, click on the bookmark icon next to “Saved Searches,” and name your search. Accessing your custom filters later is as easy as selecting them from the dropdown list.

Customizable List Views

Customize your dashboard view by selecting the columns that matter most to you. This feature ensures the most important information is always front and center.

Creating New Offers

Initiate new deals directly from the Offers Dashboard. Click on “Create an Offer” located in the top right corner to start crafting your next compelling proposal.

The Offers module in the Inxeption Managed Store is more than just a tool; it's your strategic partner in sales negotiation and deal-making. By leveraging the comprehensive features of the Offers app dashboard, you can enhance your sales strategy, personalize your approach to each customer, and ultimately, drive more successful transactions.

Our team is here to support your success every step of the way. If you have any questions or need assistance navigating the Offers module, don't hesitate to reach out. Together, let's make every offer a stepping stone to greater business achievements.

Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.



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