Go to main content
2/15
List of Figures
1-1 Lead to Cash Process Flow
2-1 The sales cycle
3-1 Territory - Manage {Territory Name} form
3-2 Sales Methodology - Manage {Methodology Name} form
3-3 Manage {Qualification Name} form (1 of 2)
3-4 Manage {Qualification Name} form (2 of 2)
4-1 Customer - Manage {Customer Name} form: Customer tab: Detail link
4-2 Employee - Manage {Employee Name} form: Customer and Partner tab: Customer link
4-3 Employee - Manage {Employee Name} form: Customer and Partner tab: Partner link
4-4 Employee - Manage {Employee Name} form: Sales tab: Opportunity link
5-1 Lead - Manage {Lead Name} form: Lead tab: Qualification link
6-1 Add Opportunity form
6-2 Opportunity - Manage {Customer Name} Opportunity form
6-3 Opportunity - Manage {Customer Name} Opportunity form: Opportunity tab: Sale Driver link
6-4 Add Sale Driver form
6-5 Add Opportunity Cost form
6-6 Competitor Link List form
6-7 Opportunity - Manage {Customer Name} Opportunity form: Activities tab: Activities link
6-8 Edit Sales Team form
6-9 Opportunity - Manage {Opportunity Name} form: Sales tab: Quote link
6-10 Opportunity - Manage {Opportunity Name} form: Sales tab: Sales Order link
7-1 Example RTF document
7-2 Example proposal
7-3 Composite template creation
8-1 Add Competitor form
8-2 Manage {Competitor Name} form: Competitor tab: Addresses/Phones link (1 of 2)
8-3 Manage {Competitor Name} form: Competitor tab: Addresses/Phones link (2 of 2)
8-4 Manage {Competitor Name} form: Competitor tab: Products link
8-5 Creating forecasts
8-6 Add Forecast form
8-7 Forecast - Manage {Forecast Name} Forecast form: Sales tab: Opportunity link
8-8 Customer - Manage {customer name} form
Scripting on this page enhances content navigation, but does not change the content in any way.