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License Agreement

This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users

 


Client Module

 

 

Sales Data

 


The Sales Data tab records such information as the dates of quotes and projects the client has submitted, the client's potential annual income and the sales person at your translation agency responsible for this client.

  
First Contact Date field

The date when your company and the client began correspondence.

 

XTRF Platform automatically enters the date when the vendor was created.

However, if you want to change the it, you can:

  • Manually enter the date in the appropriate date format
  • Click the icon and selecting the date from the calendar.  
First Quote Date field

The date of the client's initial quote.

 

XTRF Platform automatically enters the date when the vendor was created.

However, if you want to change the it, you can:

  • Manually enter the date in the appropriate date format
  • Click the icon and selecting the date from the calendar.  
Last Quote Date section

The date of the client's most recent quote. XTRF Platform automatically enters the date.

First Project Date field

The date of the vendor's initial project.

To set a date, you can:

  • Manually enter the date in the appropriate date format
  • Click the icon and selecting the date from the calendar.
Last Project Date section

The date of the vendor's most recently completed project. XTRF Platform automatically enters the date.

Dates Updated On section

The date when the First Quote Date, Last Quote Date, First Project Date and Last Project Date were last updated.

To have XTRF Platform automatically update the values in First Quote Date, Last Quote Date, First Project Date and/or Last Project Date, click the Update button.

Potential Annual Revenue field

You can provide a value the client's expected gross income per year.

 

Potential Annual Last Updated field

The date when Potential Annual Revenue was last updated.

  To set a date, you can:

  • Manually enter the date in the appropriate date format
  • Click the icon and selecting the date from the calendar.
Sales Person Responsible drop-down menu

From the drop-down menu you can select the sales person at your company who performs for this client such activities as quote management and CRM correspondence.

Account Manager Responsible drop-down menu

From the drop-down menu you can select an account manager responsible for the client.

Project Manager Responsible drop down menuFrom the drop-down menu you can select a Project Manager who is responsible for the client.
Project Coordinator Responsible drop-down menuFrom the drop-down menu you can select the person who works on the projects ordered by the client.
Additional Person(s) Responsible section

From the drop-down menu you can select additional users responsible for the client. When selected, the person appears above the drop-down menu.

    • To delete a selected person, click the icon.
    • To add all the persons from the drop-down list, click Add All.
    • To remove all the selected persons, click Remove All.
Sales Notes section

To add a note from the Sales team about the client, click the icon. A window with a text box appears.

 

Lead Source drop-down menu

From the drop-down menu you can select the person whom you and your client came in contact to.

 

Save buttonClick to apply any modifications.
Cancel button

Click to terminate the modification process.

Create Quote button

Click to create an estimate for a project of this client. When you click the button, you are taken to a display where you can create a quote. 

Create Project button

Click to create a project for this client. When you click the button, you are taken to a display where you can create a project.

 

 

Please refer also to the related articles:

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