Adding a New Callsheet
A Callsheet is the record of the type of calls that have been made to the customer for this opportunity.
1. Mouse-Over on Sales Menu
2. Select New Callsheet from the dro
Editing an Existing Sales Funnel
1. Mouse-Over on Sales Menu
2. From the drop down select Recent Sales Funnel and from the right hand pop-up the name of the Funnel which is to be edited
3. Or, select All Sales Fu
Adding a New Sales Funnel
1. Mouse-Over on Sales Menu
2. On the drop-down select New Sales Funnel
3. A new editable window opens up
4. Select the Company from the company-drop down menu, the Sales F
Marketing and Sales Management
Manage an unlimited number of sales leads using the Sales Funnel system and threaded Callsheets. Provide access to specific Targeted Industry to Teams and track their progress visually through
Pending Payments
To list all the Pending Payments in the system
1. Mouse-Over on Payments Menu
2. From the Pending Payment section of drop down
3. Select either Incoming or Outgoing Pending Pay
Editing an Existing Payment
An existing Payment can be edited, as per the Payment's status.
1. Mouse-Over on the Payments Menu
2. From List Payements section, select Incoming or Outgoing Payments