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. |