Sales Management

For companies that will be using the SedonaOffice Sales Management module solely or integrating with QuoteWerks, most of the setups are required.  Setups for Prospect records are denoted with a single asterisk.  Setups for Opportunity records are de...

When an Opportunity is being resolved, you have the option of selecting a Competitor to whom you lost the business or from whom you competed to win the business.  You may enter as many records as needed.  This field is for informational and repor...

Events are used to track major steps that occurred during the sales process.  Documenting items such as demos, appointments, contract preparation etc. is helpful if another individual within your company needs to know the sales history to be able...

The Lead Source is for reporting purposes.  Create one record for each unique Lead Source.  A lead source defines how the Prospect learned about your company or how a Salesperson learned about a Prospect. This field is selectable from the Sales ...

The fields on this form are used on the Qualifications form for each Prospect.  You may define the name and use of any field depending on the type of information that is important for your company regarding the Prospect.  For each field that you...

If a label was assigned to any of the Prospect User Defined Table type fields, you will need to create a list from which the User will make a selection from the field drop-down list.  Each record entered must be unique. In the example below we ha...

Quote Types describe the type of quotation the Salesperson is generating for the Opportunity.  You may create as many quote types as needed. ...

When creating a new Prospect, the User must select which Sales Department the Prospect is being assigned to.  This is a required field on the Prospect record.  Enter as many Sales Departments as needed. ...

Each Salesperson entered into the Employee table must be linked to one or more Sales Departments in the Sales Department Maintenance setup table.  From the Salesperson drop-down list select the name of the Salesperson then check the box to the l...

An Opportunity is a summary of all the equipment plus any services being quoted to a Prospect.  Each Opportunity consists of one or more Sales Items which are classified as a Non-Recurring or Recurring type.  Examples of Non-Recurring type Sale...

The Sales Managers setup table has two purposes:  1) link a Sales Manager to the Salespersons for whom they are responsible.  2) indicate which employee’s Prospects a Salesperson will be able to view.   Link each of your Sales Managers to the ap...

When resolving an Opportunity or a Prospect, the User must select a Resolution code.  The code should describe whether your company won or lost the business.  If the resolution code is used to indicate the sale was closed, you must check the Sol...

Sales Statuses are used on both the Prospect and Opportunity records.  These codes describe where the Prospect or Opportunity is in your sales cycle.  This field is updated by the user manually throughout the sales cycle.  Before resolving an op...