Difference between revisions of "Category:Sales Tracking"
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* '''[http://www.smartsimple.org/wiki/index.php/Creating_a_Lead_Sign_Up_Page_for_your_Web_Site Creating a Lead Sign-Up Page for your Web Site]''' | * '''[http://www.smartsimple.org/wiki/index.php/Creating_a_Lead_Sign_Up_Page_for_your_Web_Site Creating a Lead Sign-Up Page for your Web Site]''' | ||
* '''[http://www.smartsimple.org/wiki/index.php/Testing_a_Lead_Sign_up_Page Testing a Lead Sign Up Page]''' | * '''[http://www.smartsimple.org/wiki/index.php/Testing_a_Lead_Sign_up_Page Testing a Lead Sign Up Page]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Working_with_Companies Working with Companies]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Creating_a_Company_Filter Creating a Company Filter]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Working_with_Contacts Working with Contacts]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Creating_and_Saving_a_Contact_Filter Creating and Saving a Contact Filter]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Creating_an_Organization_Chart_and_Company_Hierarchy Creating an Organization Chart and Company Hierarchy]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Adding_Custom_Fields_to_Company_and_Contact_Information Adding Custom Fields to Company and Contact Information]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Managing_Sales_Activities Managing Sales Activities]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Tracking_Contact_Email_within_SmartSimple Tracking Contact Email within SmartSimple]''' | ||
Revision as of 16:16, 12 December 2007
This category contains articles related to Sales Tracking. Training related articles are listed in sequential order as follows:
- Getting Started with Sales Tracking
- Subscribing to the Sales Tracking Application
- How Leads Work
- Creating Campaigns for Incoming Leads
- Notes on Lead Ownership
- Defining Lead Statuses
- Creating a New Lead Manually
- Adding Notes and Activities to Leads
- Importing Leads
- Converting a Lead to an Account and a Contact
- Creating a Lead Sign-Up Page for your Web Site
- Testing a Lead Sign Up Page
- Working with Companies
- Creating a Company Filter
- Working with Contacts
- Creating and Saving a Contact Filter
- Creating an Organization Chart and Company Hierarchy
- Adding Custom Fields to Company and Contact Information
- Managing Sales Activities
- Tracking Contact Email within SmartSimple
Pages in category ‘Sales Tracking’
The following 27 pages are in this category, out of 27 total.
C
- Converting a Lead to an Account and a Contact
- Creating a Company Filter
- Creating a Custom Opportunity View
- Creating a Lead Sign Up Page for your Web Site
- Creating a New Lead Manually
- Creating an Organization Chart and Company Hierarchy
- Creating and Saving a Contact Filter
- Creating Campaigns for Incoming Leads
- Creating Opportunities
- Creating Opportunity Templates and Statuses
