Sales

Owned by Jyotsana Gupta (Deactivated)
Last updated: Aug 29, 2017 by Former user (Deleted)
1 min read
  • /wiki/spaces/RK/pages/24150183 - View and manage the products' quotations to be sent to the clients. Also, place order from here on client's behalf.  
  • CRM- View and manage all your lead accounts - which may or may not be your customers; view and add leads; view and add potentials. 
  • /wiki/spaces/RK/pages/24150188 - Perform renewal management and manage up-gradation requests.

Overview

Home >> Sales

In this section, the admin can view quotations, leads' details, potentials' details, renewals, revenue forecasting etc.

To access the Sales section from Automation Platform's dashboard: