Difference between revisions of "Category:Sales Tracking"
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| − | * | + | 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]] |
| − | * | + | * [[Opportunity Contacts]] |
| − | * | + | * [[Opportunity Folders]] |
| + | * [[Opportunity Activities]] | ||
| + | * [[Opportunity Filtering]] | ||
| + | * [[Creating a Custom Opportunity View]] | ||
[[Category:Applications| Sales Tracking]] | [[Category:Applications| Sales Tracking]] | ||
Latest revision as of 16:20, 4 June 2019
 This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.
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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
- Opportunity Contacts
- Opportunity Folders
- Opportunity Activities
- Opportunity Filtering
- Creating a Custom Opportunity View
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
