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...
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...
Sales Lead List will give you more details of each leads eg: Customer Info Estimated Value Sales Person In-Charge Telemarketing/Proposal/Visitations Sales Lead Stage 1. From your Main Dash...
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 ...
Managers can monitor the Sales Leads by putting it into a few categories. Example- Flagged Leads, Important Leads. By doing this it will help you to stay focus on "selected" leads rather than overal...
1. From your Main Dashboard, tap on SALES  and choose Sales Console 2. Click on Manager's Focus  3. Tap on   4. Select the Sales Lead Tag the Leads by choosing the Categ...
1. From your Main Dashboard, tap on SALES  and choose Sales Pipeline 2. Click on    3. Click on Mark as Manager's Focus link Confirm the action-Click OK   Below i...
To remove the Sales Lead from Manager's Focus, follow below steps. This process can only be done by the Managers. 1. From your Main Dashboard, tap on SALES 2. Click on Manager's Focus  ...
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