Audience and Scope

If you're looking for information about performing day-to-day tasks in your sales applications, then this guide is for you. The information is primarily aimed at salespeople, sales managers, and other sales users who form part of your sales organization.

This guide describes how to:

• Improve and speed up your searches

• Use a single, unified work area with direct access to common actions

• Manage customers and contacts.

• Log sales calls.

• Manage calendars and activities.

• Create and update marketing campaigns and sales leads.

• Create, monitor, and update opportunities.

• View and perform actions from within actionable and Workspace infolets.

• Create and update territories and quotas.

• Use mobile applications with your sales application and use sales assistant.

• View key metrics, such as pipeline revenue, quota performance, and in-context audit to view transaction change history at a glance.