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Product |
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View Product List | Add New Product | Mass Delete |
| Products are Commodities offered for sale. Create New Product and List of all Products with their Standard price, Sales Price, Product code and Status. You can attach Notes, Tasks, Activities and other attachments to a Product. |
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Campaign |
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View Campaign List | Add New Campaign
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| Campaign is an organized program to promote sales. Follow the campaign from start to finish. Create new campaigns and list all campaigns with their status, start date and closing date. You can get campaign wise real-time information of leads and sales generated. |
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Leads |
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View Lead List | Add New Lead | Mass Delete |
| Lead is a person or a group of persons who have shown some type of interest in a product. Add new leads and create list of all leads with their parent campaign. You can identify qualified leads and convert them into opportunities. You can assign leads to right sales team member on few clicks. |
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Opportunity |
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View Opportunity List | Add New Opportunity | Mass Delete |
| Opportunities are the leads having potential to get converted into sales. Create list of opportunities with their parent campaign, amount and closing date. You can prioritize and track the opportunity from start to final stage. |
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Forecast |
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View Forecast List | Add New Forecast
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| Forecast is process of predicting sales in future by analyzing past data. Create quarterly based forecast on organizational as well as individual level. Analyze your performance by comparing actual sales with respect to set target. You can get details of sales generated in respective quarter. |
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Contract |
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View Contract List | Add New Contarct
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| A contract is an agreement between organization and customer. Create contract list with their contractual details. Send contract for approval of concern authority within organization in real-time. |
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Competitor |
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View Competitor List | Add New Competitor
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| Competitor is an organization which is producing and selling products (or services) similar to your organization. List out your competitors with their strengths and weaknesses.
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