Sales Culture > Sales Pipelines
Competent sales personnel would persistently seek sales opportunities daily. He/she would know that to materialise such opportunities, harnessing his/her resources well from friends, customers&rs...
From here Sales Person may view the Lead's value, estimated closed sales and it can linked to your Customer profile. 1. From your Main Dashboard, tap on SALES  and click Sales Pipeline ...
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 Dashboa...
For customer who repeat their orders every month, there is  a perpetual 6 month forward forecast.  Add New Recurring Revenue  1. From your Main Dashboard, tap on SALES  an...
Monitor the progress of Sales Pipeline by Sales Person & specified Date range 1. From your Main Dashboard, tap on SALES  and click Sales Pipeline 2. Tap on Click on the Total Am...
View your personal Sales Leads or sub ordinates progress of leads here. 1. From your Main Dashboard, tap on SALES  and choose Sales Pipeline 2. Click on  3. By default the page w...
1. From your Main Dashboard, tap on SALES  and click Sales Pipeline 2. Tap on 3. By default the page will display no records. Enter the filter criteria and click button to retrieve th...
Manage the long overdue Sales Lead by: Deleting the Leads Reassign the Leads to other Sales Person 1. From your Main Dashboard, tap on SALES  and click Sales Pipeline 2. Tap on ...
Monitor the Sales Pipeline by their target close date. 1. From your Main Dashboard, tap on SALES  and click Sales Pipeline 2. Tap on  3. You may select to view the report by Leads...
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