In this part ...
This part deals with the sales side of your organization. CRM has four types of customer records: leads, opportunities, accounts, and contacts. This part explains all four and shows you how to enter and manage them.
Organizing the sales team with quotas and forecasts is the starting point and is detailed in Chapter 11.
We discuss leads and opportunities, which are near and dear to every salesperson, in Chapter 12. Chapter 13 focuses on accounts and contacts.
Activities, which are tasks such as appointments and phone calls, are associated with each of the four record types, and we discuss them in Chapter 14. Saving your notes and attachment documents is discussed in Chapter 15.
The quotes and orders and invoices that come from setting up your product list are all discussed in Chapter 16. If you have any sales literature or any competitors, you find out how to handle both of these in Chapter 17. Sales processes, important in the design of your workflow, are discussed in the last chapter of this part.
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