Difference between revisions of "Category:Sales Tracking"
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* '''[http://www.smartsimple.org/wiki/index.php/Working_with_Opportunities_-_Overview Working with Opportunities - Overview]''' | * '''[http://www.smartsimple.org/wiki/index.php/Working_with_Opportunities_-_Overview Working with Opportunities - Overview]''' | ||
* '''[http://www.smartsimple.org/wiki/index.php/Creating_Opportunity_Templates_and_Statuses Creating Opportunity Templates and Statuses]''' | * '''[http://www.smartsimple.org/wiki/index.php/Creating_Opportunity_Templates_and_Statuses Creating Opportunity Templates and Statuses]''' | ||
| + | * '''[http://www.smartsimple.org/wiki/index.php/Creating_Opportunities Creating Opportunities]''' | ||
Revision as of 12:27, 13 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
- Working with Opportunities - Overview
- Creating Opportunity Templates and Statuses
- Creating Opportunities
Pages in category ‘Sales Tracking’
The following 27 pages are in this category, out of 27 total.
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- 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
