The Sales Center
See the following pages you can find in the Sales Center:
The Opportunities Page
You can use the Opportunities tab to access your important lead, prospect, and customer records. You can then create opportunities, estimates, and sales orders for your customers to drive up sales.
View items and promotion codes that can help you create opportunities, and report your success with the Open Opportunities by Sales Rep, Open Estimates, and Prospect Analysis Summary reports.
Click the name of a record or transaction to go to the corresponding list. Click New next to the link to create a new record or transaction. Click Search next to the link to set criteria for searching records or transactions of that type.
You can personalize the Opportunities page by choosing to display customized portlets of information. Click Personalize Dashboard, and in the Add Content panel that appears, you can choose to display snapshots relevant to your opportunities and estimates, add reminders to display, and set up saved searches to display results, among other options.
The Prospects Page
From the Prospects page, you can access your calendar, view and create prospect and contact records, view reports on prospects, and create estimates or sales orders for prospects.
View your prospect and contact records under the Relationships heading. Records hold valuable communication information as well as CRM information such as events, tasks, and related documents.
Under the Transactions heading, create new Promotion Codes, prepare estimates, and enter sales orders.
Under the Other heading, conduct searches or conduct mass updates. Click CRM Lists to create new lead sources.
View reports on prospects under the Prospect Reports heading. You can print, email, or export reports or view them in separate applications like Microsoft® Excel.
You can personalize the Prospects page by choosing to display customized portlets of information. Click Personalize Dashboard, and in the Add Content panel that appears, you can choose to display snapshots relevant to your prospects, add reminders to display, and set up saved searches to display results, among other options.
The Leads Page
From the Leads page, you can access your calendar, view and create lead and contact records, view reports on leads, and create estimates or sales orders for leads.
View your lead and contact records under the Relationships heading. Records hold valuable communication information as well as CRM information such as events, tasks, and related documents.
Under the Transactions heading, create new Promotion Codes, prepare estimates, and enter sales orders.
Under the Other heading, conduct searches or conduct mass updates. Click CRM Lists to create new lead sources.
View reports on leads under the Lead Reports heading. You can print, email, or export reports or view them in separate applications like Microsoft® Excel.
You can personalize the Leads page by choosing to display customized portlets of information. Click Personalize Dashboard, and in the Add Content panel that appears, you can choose to display snapshots relevant to your leads, add reminders to display, and set up saved searches to display results, among other options.
The Forecast Page
You can set up the Forecast page to show snapshots and portlets to give you at-a-glance information about predicted future sales. In the Settings portlet, click Customize Page. Choose to display snapshots relevant to your sales probability, set up reminders and set up saved searches among other options.
In the Sales Center-Forecast portlet, you can prepare estimates, enter sales orders and enter cash sales under the Transactions heading. Under the Reports heading, view your Sales Forecast Summary Report, open estimates and sales orders and see which promotion codes and lead sources are bringing in the most business.