SalesPipeline
SalesPipeline is a new business opportunity management tool that's been designed to grow your sales efficiently. By optimizing how you manage your resources and capacity, you'll be able to prioritize leads and generate actions quickly and easily. SalesPipeline tracks the status of opportunities, reports on activity, forecasts revenue, and assists you with planning resources. It's a tool that guides you on how to grow the value of your sales pipeline and ensures you're in charge of decision making.
- Getting Started with SalesPipeline - Setting Up
- Adding and Managing Roles and Divisions
- Adding and Managing Products
- Setting Priorities Scores
- Adding and Managing Sales Groups
- Adding and Managing Sales People
- Understanding and Using Search in SalesPipeline
- Adding New Opportunities
- Adding a new Person or Organisation to an Opportunity
- Understanding The Contact Priority Score
- Selecting the Sales Group and Sales Person
- Understanding the difference between Fixed Price and Price per hour
- Changing the Opportunity Chance
- Understanding The Opportunity Priority Score
- Setting the Next Steps
- Adding Activities to your Opportunity
- Exporting Data in Sales Pipeline