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.
- About the Roles Form
- About the Sales Targets Form
- About the Sales Target Types Form
- About the Selling Role Types Form
- About the Sources Form
- About the Stages Form
- About the Stages Opportunity Types Form
- Configuring Referral Requests
- Creating Referral Requests
- Creating Referrals
- 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
- About the Status Reports Form
- About the Types Form for Opportunities
- About the Vendors Form for Opportunities