Sales Culture > Sales Pipelines
Add Sales Lead
Posted by i3Teamworks Admin on 31 Jan 2018 8:42pm

General Sales Cycles / Stages are categorize as below:

  • New
  • Initiate Contact
  • Follow Up
  • Proposal
  • Negotiation
  • Close
  • Delivered
  • Loss

To Add a Case Basis Sales Lead

1. From your Main Dashboard, tap on SALES  and click Sales Pipeline

2. Tap on

3. Search Customer Name

4. Enter the information requested

*Revenue Category is controlled in the Program Setting

*Note, below are important information to be keyed in to help you analyse the leads.

  • Estimated Sales Value
  • Estimated Close Month
  • Revenue Category
  • Assign To (owner of the leads)
  • Rate
  • Sales Leads Progress Status

Optional

  • Commission
  • Remarks & Comment
  • Source Lead
  • Attachment File