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• PeopleSoft Sales

  • Getting Started with PeopleSoft Sales

    • PeopleSoft Sales Overview

    • PeopleSoft Sales Integrations

    • PeopleSoft Sales Implementation

  • Navigating in PeopleSoft Sales

    • Navigating in PeopleSoft Sales

  • Setting Up Business Units for PeopleSoft Sales

    • Understanding Business Units in PeopleSoft Sales

    • Setting Up Business Units for PeopleSoft Sales

  • Setting Up Sales Security and Personalization

    • Understanding Sales Users

    • Setting Up Sales Access Profiles

    • Setting Up Sales Users

    • Setting Up Sales Teams

    • Setting Up Functional Options

  • Setting Up Sales Leads and Opportunities

    • Setting Up a Sales Process

    • Setting Up Component Field Default Values

    • Setting Up Lead Ratings

    • Setting Up Assignment Weights

    • Setting Up Account-Based Assignment Options

    • Setting Up Lead Reject and Turnback Reasons

    • Setting Up Sales Contacts

    • Setting Up Sales Competitors

    • Setting Up Buying Criteria

    • Setting Up Lead Sources

    • Setting Up Fallout Reasons

    • Setting Up Pipeline Segments

    • Setting Up Templates for Importing Leads

    • Setting Up the Summary Page for Leads and Opportunities

    • Setting Up Display Templates for Leads and Opportunities

    • Setting Up Task Group Templates for Leads and Opportunities

  • Setting Up Sales Forecasts

    • Understanding Forecast Setup

    • Defining Forecast Elements

  • Creating Territory Trees

    • Understanding Territory Trees

    • Creating Territory Trees

    • Running the Sales Access Update Process

  • Reorganizing or Deleting a Territory Tree

    • Understanding Tree Reorganization

    • Reviewing Reorganizations

    • Reorganizing a Territory Tree

    • Deleting Trees or Tree Nodes

  • Configuring Assignment Criteria

    • Understanding Assignment Groups

    • Configuring Assignment Criteria

  • Understanding Sales Leads and Opportunities

    • Leads and Opportunities

    • Profile Enablement

    • Higher Education for Sales

    • Differences Between Leads and Opportunities

    • Workflow for Leads and Opportunities

    • History Tracking for Leads and Opportunities

  • Creating Sales Leads and Opportunities

    • Creating a Sales Lead

    • Creating a Sales Opportunity

    • Selecting the Customer for a Lead or Opportunity

    • Selecting Customer Contacts for a Lead or Opportunity

    • Cloning a Sales Lead or Opportunity

    • Converting a Lead to an Opportunity

  • Importing Sales Leads

    • Understanding Data Import for Leads

    • Importing Sales Lead Data

  • Assigning a Lead or Opportunity

    • Understanding Sales Representative Assignment

    • Assigning Sales Representatives to a Lead or Opportunity

    • Accepting, Rejecting, or Turning Back a Lead Assignment

    • Reassigning a Sales Representative's Leads, Opportunities, and Accounts

  • Qualifying a Lead or Opportunity

    • Associating a Lead or Opportunity with a Source Campaign

    • Running a Survey for a Lead or Opportunity

  • Creating a Proposal for a Lead or Opportunity

    • Understanding Proposals for a Lead or Opportunity

    • Selecting Products and Prices for a Proposal

    • Generating Quotes and Orders

  • Creating Sales Tasks and Adding Notes for a Lead or Opportunity

    • Understanding Sales Tasks

    • Creating and Assigning Sales Tasks

    • Managing and Viewing Tasks

    • Adding Notes and Attachments

  • Managing Leads and Opportunities

    • Searching for Leads and Opportunities

    • Managing Leads and Opportunities on the Search Page

    • Managing a Lead or Opportunity by Using Summary Information

    • Viewing Call Reports for a Lead or Opportunity

    • Maintaining Profile Data for a Lead or Opportunity

    • Viewing History for a Lead or Opportunity

  • Sending Sales Email Messages and Correspondence

    • Sending Sales Proposals or Quotes to Customers

    • Sending Manual Notifications from Leads or Opportunities

  • Viewing the Opportunity Pipeline

    • Understanding the Opportunity Pipeline

    • Common Elements Used in Opportunity Pipeline

    • Viewing the Opportunity Pipeline

  • Including Opportunities in Forecasts and Closing Opportunities

    • Understanding Opportunities Included in Forecasts

    • Including Opportunities in Forecasts

    • Closing Opportunities

  • Understanding Sales Forecasts

    • Forecasts

    • Revenue and Shadow Forecasts

  • Using Forecasts

    • Understanding Forecast Functionality in PeopleSoft Sales

    • Selecting a Forecast

    • Adding and Adjusting Forecasts

    • Generating Forecasts Automatically

    • Managing Forecasts

    • Inactivating and Locking Forecasts

    • Archiving and Restoring Forecasts

  • Working with Customer Accounts

    • Understanding Customer Accounts

    • Flattening Customer Hierarchies

    • Managing Customer Accounts

  • Understanding Sales Interactive Reports

    • Understanding Interactive Reports

    • Launching and Working with Forecast Interactive Reports

  • PeopleSoft Sales Reports

    • PeopleSoft CRM Sales Reports: A to Z

    • Report Samples