The ability to track opportunities and the related referrals they generate is an important requirement for any organization engaged in sales or development activities. Aptify includes the Sales Force Automation application, which provides a set of tools that can help increase an organization's efficiency when communicating with prospects and customers. This topic describes the Sales Force Automation application.
Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.
The topic contains the following sub-topics:
- How to Use Sales Force Automation
- Defining Sales Targets
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Managing Opportunities
- Creating Opportunities Records
- Creating Opportunity Contacts
- Specifying Line Items for Opportunities
- Tracking Opportunity Partners
- Tracking References for Opportunities
- Tracking Competitors
- Tracking Opportunity Roles
- Recording Opportunity Status Reports
- Reviewing an Opportunity Status Report
- Reviewing Opportunity History
- Closing Opportunities
- Managing Referral Requests
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Understanding Sales Force Automation
- About the Sales Force Automation Dashboard and Views
- Understanding the Sales Representative Role-based Profile
- About the Sales Force Automation Services
- About the Generate Opportunity History Process Flow
- About the Populate Referral Request Vendors Process Flow
- About the Sales Force Automation Forms
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