Opportunities Creating An Opportunity Copying Opportunities Managing Opportunities Re Assign An Opportunity To Another Account
Quotes Creating a Quote Creating a Quick Quote Managing Quotes Managing Quote Products Discounts, Price Lists, Financial Entities
Sales Reporting Sales Reports Creating Sales Target Charts Setting up Sales Charts Sales and Forecast Lists X and Y axis in charts Set up your annual reporting
Lead Management Intro to Lead Management Create a Lead List Creating A Lead Assigning Leads Managing your Leads Duplicate Scoring Capture, Manage & Nurture Exhibition Leads
Manage your Sales Team Manage your Sales Team Introduction Create Dashboards or Menus for your team Using Appointments to manage diaries Manage your monthly sales meetings Use Google to Map your Sales Automate the sales process Monitor activity Set targets Standardise documentation Teams & security for Sales