Using PeopleSoft Sales Pagelets

PeopleSoft Sales offers several pagelets to help sales representatives manage their sales activities. The system includes pagelets for each of the major sales objects—leads, opportunities, and forecasts—plus pagelets for managing sales tasks. This topic discusses how sales representatives manage their sales activities by using the pagelets.

This table describes the pagelets used to view sales activities:

Pagelet

Usage

For More Information

My Forecast

Displays at-a-glance estimates of future sales revenues for sales opportunities.

See Leads and Opportunities.

See Understanding Forecast Functionality in PeopleSoft Sales.

My Leads

Displays the three most recent leads based on the date and time that the lead was added.

See Leads and Opportunities.

My Calendar

Displays your calendar for the current month. You can enter new task information or update existing tasks on your calendar.

See Understanding Sales Tasks.

See Understanding Calendars.

My Opportunities

Displays the opportunity name, customer, telephone number, and status of your three most recently added sales opportunities and provides a link to the details page, where you can edit the opportunity information.

See Leads and Opportunities.

My Tasks

Displays a list of upcoming tasks from your calendar.

See Understanding Sales Tasks.