Understanding Sales Information

For a sales organization, easy access to a customer's sales-related information is critical. Sales information includes:

• Sales team.

  You can review all of the members, both past and present, of a customer's sales team. You can also review detailed information about each member of the sales team, such as their role and commission setup.

• Sales opportunities.

  You can review all of the active sales opportunities that are associated with a customer, including the potential sales amount of each opportunity.

• Pipeline.

  You can review, at a glance, the total amount of potential revenue that is currently in process for a customer.

• Sales orders and quotes.

  You can review all of the quotes and sales orders that are associated with a customer. You can also view detailed information about each record, such as the status, ship date, and backorder information.

See also:

• "Managing the Sales Force" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.

• "Managing Sales Opportunities" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.