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 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. |
|
My Calendar |
Displays your calendar for the current month. You can enter new task information or update existing tasks on your calendar. |
|
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. |
|
My Tasks |
Displays a list of upcoming tasks from your calendar. |