Navigating in PeopleSoft Sales
PeopleSoft Sales provides custom functional area navigation pages that contain groupings of folders that support a specific business process, task, or user role.
Note: In addition to PeopleSoft Sales custom navigation pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.
This table lists the custom navigation pages that are used to navigate in PeopleSoft Sales.
Sales Center
The Sales Center custom navigation pages are geared to the person in your organization who is focused on performing various sales related activities.
|
Page Name |
Usage |
|---|---|
|
Sales Center Page |
Access primary Sales Center menus. |
|
Calendars, Tasks, Call Reports Page |
Review and update tasks, events that are recorded on the monthly calendar and call reports. Add or update call reports. Access the My Calendar, My Tasks, Add Call Report, and Search Call Reports pages. |
|
Contacts Page |
View and manage your hot contacts. Access the My Contacts, Add Person, Search Person, and My Accounts pages. |
|
Leads Page |
Create new leads, find and manage existing leads that return based on search criteria. Access the Add Lead and Search Leads pages. |
|
Opportunities Page |
Create new opportunities, find and manage existing opportunities that return based on search criteria. View forecast pipeline for opportunities. Access the Add Opportunity, Search Opportunities, and Review Pipeline pages. |
|
Forecasts Page |
Adjust and analyze revenue projections from alternative perspectives. Access the Search My Forecasts, Search Rollup Forecasts, and Lock Forecast pages. |
|
Salesforce Page |
Adjust and redistribute leads, opportunities, tasks, and territories to accommodate changes in your team and organization. Access the Reassign Sales Activities, Search Reassignments, Reorganize Territories, and Search Reorganizations pages. |