Sales Information
Prerequisites for Sales Information
Sales information can be entered in the Sales Information panel of Sales Accounts and Contacts, and can be used in report filters.
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Account Type — The type of sales account.
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Priorities — Business importance of the account or contact.
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Business Potential — Importance of the account in drawing accommodations business.
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Competition Codes — Your business competition for this account.
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Influence Codes — For contacts only. The influence the contact has in the decision-making process.
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Scopes — Broad geographical areas where the account or contact generates business.
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Scope & Cities — Cities where the account or contact generates business.
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Sources — Origin of the account (for example, media ad, website, and so on).
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Territories — Sales territory to which the account or contact is assigned.