Difference between revisions of "Category:Sales Tracking"
From SmartWiki
| Line 11: | Line 11: | ||
* [[Importing Leads]] | * [[Importing Leads]] | ||
* [[Converting a Lead to an Account and a Contact]] | * [[Converting a Lead to an Account and a Contact]] | ||
| − | * [[Creating a Lead Sign | + | * [[Creating a Lead Sign Up Page for your Web Site]] |
| − | * [[Testing a Lead Sign | + | * [[Testing a Lead Sign up Page]] |
* [[Working with Companies]] | * [[Working with Companies]] | ||
* [[Creating a Company Filter]] | * [[Creating a Company Filter]] | ||
Revision as of 11:43, 29 May 2009
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.
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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
