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Getting Started with Sales Tracking

31 bytes added, 14:54, 11 August 2009
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The [[Sales Tracking]] [[Application|application]] provides the following features:
===Campaign and Lead Management===
You create campaigns to track different types of leads. You can gather specific types of information by creating [[Custom Fields|custom fields]] for each campaign.
* Opportunities can have their own folders to store related files, such as original documents (RFP etc.), or response documents.
==Standard verses Administrator View of Sales Tracking==
The standard view looks as follows:
* '''Reports''' – all the reports you have access to.
==Sales Tracking Manager Permission==
If you are going to manage the [[Sales Tracking]] [[Application|application]] for company manager, or if you need to see sales information other than your own information, you will need to be in a [[Role|role]] associated with the '''Manager Permission''' – [[Sales Tracking]].
If you need manager permissions you must talk to the [[System Administrator|system administrator]].
 
[[Category:Sales Tracking]]
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