Using Sales Force Automation
Describes how to use the Sales Force Automation application found in Aptify to increase an organization’s efficiency when communicating with prospects and customers.
- Getting Started with Using Sales Force Automation
- How to Use Sales Force Automation
- Defining Sales Targets
- Managing Opportunities
- Managing Referral Requests
- 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
- About the Call Lists Form
- About the Call Script Categories Form
- About the Call Script Runs Form
- About the Call Scripts Form
- About the Call Script Steps Form
- About the Competitors Form
- About the Contact Role Types Form
- About the Contacts Form
- About the History Form
- About the Line Items Form
- About the Opportunities Form
- About the Partner Role Types Form
- About the Partners Form
- About the References Form
- About the Reference Types Form
- About the Referral Requests Form
- About the Referrals Form
- About the Referral Types Form