Forms Used to Review Sales Pipelines

Form Name

FormID

Navigation

Usage

Search for Customers

W90CA080D

Daily Sales Force Automation Processing (G90CA01), Customer

Search for and select a customer.

Customer - Manage {customer name}

W90CA080A

From the Search for Customers form, select a customer by clicking on the customer name.

Review the sales pipeline for a customer.

Search for Opportunities

W90CA020B

Daily Sales Force Automation Processing (G90CA01), Opportunity

Search for and select an opportunity.

Opportunity - Manage {opportunity name}

W90CB020A

On Search for Opportunities, select an opportunity by clicking the opportunity name link.

View the pipeline for an opportunity.

Search for Contacts

W90CA070C

Daily Sales Force Automation Processing (G90CA01), Contact

Search for and select a contact.

Contact - Manage {contact name}

W90CA070B

On the Search for Contacts form, select a contact by clicking on the contact name link.

Review the pipeline for a customer.

Search for Competitors

W90CA061A

Periodic Sales Force Automation Processing (G90CA02), Competitor

Search for and select a competitor.

Competitor - Manage {competitor name}

W90CA060A

On Search for Competitors, select a competitor by clicking on the competitor name link.

Review the pipeline for a competitor.

Search for Employees

W90CA040F

Periodic Sales Force Automation Processing (G90CA02), Employee

Search for and select an employee.

Employee - Manage {employee name}

W90CA040A

On Search for Employees, select an employee by clicking on the employee name link.

Review the pipeline for an employee.

Search for Forecasts

W90CB060A

Periodic Sales Force Automation Processing (G90CA02), Forecast

Search for and select a forecast.

Forecast - Manage {forecast name}

W90CB060B

On Search for Forecasts, select a forecast by clicking on the forecast name link.

Review the pipeline for a sales forecast.