Category:Sales Tracking

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

Pages in category ‘Sales Tracking’

The following 27 pages are in this category, out of 27 total.

A

• Adding Notes and Activities to Leads

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

D

• Defining Lead Statuses

G

• Getting Started with Sales Tracking

H

• How Leads Work

I

• Importing Leads

M

• Managing Sales Activities

N

• Notes on Lead Ownership

O

• Opportunity Activities
• Opportunity Contacts
• Opportunity Filtering
• Opportunity Folders

S

• Sales Tracking
• Search Other Sites

T

• Testing a Lead Sign up Page

W

• Working with Companies
• Working with Contacts
• Working with Opportunities - Overview