This scope item describes how a sales employee can capture and manage tasks, leads, and opportunities to help successfully close a sales cycle.
Task management helps to organize and record all of a sales employees' activities. You can maintain types, categories, and goals for your activities. Lead management enables sales employees to create and process leads, that is, initial signs of interest in your business. An opportunity describes the sales prospect, their requested products or services, budget, potential sales volume, and the estimated sales probability. The sales cycle of a product or service begins when an opportunity for sales is recognized and the process ends with a sales quote or sales order, or a rejection from the customer.
The tight integration between tasks, leads, opportunities and sales transactions, ensures that you can track all sales activities from beginning to end and efficiently lead the sales employees through the sales cycle.
This Scope item is used in the following way: