Sales Pipelines
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...
1. From your Main Dashboard, tap on SALES and click Sales Pipeline
2. Click on
3. Search Sales Lead and click on Subject
Select the Sales Pipeline type "Case Basis"
4. A...
1. From your Main Dashboard, tap on SALES and click Sales Pipeline
2. Click on
3. Click on Status button and change it accordingly.
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