The Sales Center
See the following pages you can find in the Sales Center:
The Opportunities Page
Use the Opportunities tab to access your important lead, prospect, and customer records. You can then create opportunities, estimates, and sales orders for your customers to drive up sales.
View items and promotion codes that can help you create opportunities, and track your success with reports like Open Opportunities by Sales Rep, Open Estimates, and Prospect Analysis Summary.
Click a record or transaction name to open the corresponding list. Click New next to a link to create a new record or transaction, or click Search to set search criteria for that type.
You can personalize the Opportunities page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots for your opportunities and estimates, add reminders, and set up saved searches, among other options.
The Prospects Page
On the Prospects page, you can access your calendar, view and create prospect and contact records, see reports on prospects, and create estimates or sales orders for them.
View your prospect and contact records under the Relationships heading. These records have important communication information and CRM information such as events, tasks, and related documents.
Under Transactions, you can create new Promotion Codes, prepare estimates, and enter sales orders.
Under Other, you can run searches or perform mass updates. Click CRM Lists to create new lead sources.
See reports on prospects under Prospect Reports. You can print, email, export, or open them in other applications like Microsoft® Excel.
You can personalize the Prospects page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots for your prospects, add reminders, and set up saved searches, among other options.
The Leads Page
On the Leads page, you can access your calendar, view and create lead and contact records, view reports on leads, and create estimates or sales orders for leads.
View your lead and contact records under the Relationships heading. These records have important communication information and CRM information such as events, tasks, and related documents.
Under Transactions, you can create new Promotion Codes, prepare estimates, and enter sales orders.
Under Other, you can run searches or perform mass updates. Click CRM Lists to create new lead sources.
View reports on leads under Lead Reports. You can print, email, export, or open them in other applications like Microsoft® Excel.
You can personalize the Leads page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots relevant for your leads, add reminders, and set up saved searches, among other options.
The Forecast Page
You can set up the Forecast page to show snapshots and portlets for at-a-glance information about predicted sales. In the Settings portlet, click Customize Page. Choose snapshots for your sales probability, set up reminders, and set up saved searches, among other options.
In the Sales Center-Forecast portlet, you can prepare estimates, enter sales orders, and enter cash sales under Transactions. Under the Reports heading, view your Sales Forecast Summary Report, open estimates and sales orders, and see which promotion codes and lead sources are bringing in the most business.