Sales Opportunity Process

Isobel Honour avatar Jordan Edmunds avatar
21 articles in this collection
Written by Isobel Honour and Jordan Edmunds

Admin User - Configure Lead Statuses

This article outlines how to configure your Lead Statuses within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Analysis

This article will outline how to configure your Lead Analysis within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Size & Margin

This article will outline how to configure your Lead Size within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Source

This article will outline how to configure your Lead Sources within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Sales - Introduction

This article introduces the sales topic & which levels of the CRM hierarchy it will focus on.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Standard Sales Reports Available

This article outlines the standard Sales Reports available within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Types

This article will outline how to configure your Lead Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Pipelines

This article outlines how to configure your Lead Pipelines within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Using your Quote Document Template

This article outlines how to use your Quote Document templates within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Worst, Likely & Best Figures Explained

This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Using Lead Pipelines

This article outlines how to use the Lead Pipelines within the CRM for your Sales Opportunity Process.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

At a Glance Information - Division Level

This article outlines where you can find the At a Glance information at Division level within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Lead, Quotation & Sales Order Records Defined

This article aims to help you to determine when to use a Lead, Quotation & Sales Order record, whilst establishing their main differences.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Creating a Sales Order

This article outlines how to create a Sales Order within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Creating a Quote Under a Division/Contact

This article outlines how to create a Quote under a Division or Contact record.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Creating a new Lead Record

This article outlines how to create a new Lead Record under a Contact.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Creating a Quote under a Lead or Problem Record

This article outlines how to add product lines and create a Quote under a Lead or Problem record.
Jordan Edmunds avatar
Written by Jordan Edmunds
Updated over a week ago

Changing a Status

This article outlines how to set and change a status on a Lead or Problem record.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Template Quotes

This article outlines how to use Template Quotes to create new Quotes within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Allow editable descriptions, prices & discounts on a Quote

This article outlines how to enable editing of certain fields on the line of a Quote.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting a Sales Ledger on a Division

This article will outline how to search for and associate a Sales Ledger with a Division Record.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago