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Creating teams

Working together in VOGSY » Creating teams

You can easily work together in VOGSY in teams around organizations, opportunities and projects. Each team is shown in the top left corner of an organization, opportunity or project and can be edited by tapping the circular images. You can invite others to join the…

Creating a statement of work

The Quote-to-Cash process in VOGSY » Tracking leads and opportunities » Creating a statement of work

A statement of work defines what you will deliver to a potential customer and at which price. To create a statement of work for an opportunity, start a pending project. In the pending project you can add deliverables and calculate their price. The work defined in the…

Working together in VOGSY

Working together in VOGSY

VOGSY helps you to manage your day by supporting business processes, regardless of where you are. VOGSY enables you to easily share knowledge and information with your co-workers by creating teams, communicating on topics and inviting others to join…

What is Quote-to-Cash?

Introduction » What is Quote-to-Cash?

Quote-to-Cash is defined as the complete set of business processes involved in selling, from creating initial offers for prospects to collecting cash. VOGSY is designed to streamline and automate these processes, giving your business greater efficiency, more accuracy,…

Why VOGSY?

Introduction » Why VOGSY?

Manage your Quote-to-Cash the social media way VOGSY is the first Intelligent PSA tool for mid-sized Professional Services Organizations in the Google Cloud. VOGSY uses the best user experiences of social media, enabling professionals to deliver successful…

Close projects

Close projects

These are the circumstances under which it’s not possible to close a project. This topic describes per circumstance what to to do be able to close a project. There are still unsubmitted time entries on this project Ask the employee to submit the listed time…

Task Management

Task Management

VOGSY provides an easy way to manage tasks. You can create tasks, assign them to yourself or to your colleagues and associate the task to an organization, opportunity or project. This way you can organize your work and make sure things are getting done in time. Also,…

Project settings

Setup VOGSY » Settings » Project settings

Here you can configure several basic features of VOGSY with are related to project management. These are global settings which therefore imply on all projects. This setup screen shows the following options: Who approves the project draft invoices? With this setting,…

Employees

Setup VOGSY » Employees

With this function, you can maintain employees. Employees are individuals that work or contract to your Company. They are used for populating account teams and project teams. Each employee can be assigned to different roles. Depending on the assigned roles the…