Category:Sales Tracking

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This category contains articles related to Sales Tracking. Training related articles are listed in sequential order as follows:

• Getting Started with Sales Tracking
• Subscribing to the Sales Tracking Application
• How Leads Work
• Creating Campaigns for Incoming Leads
• Notes on Lead Ownership
• Defining Lead Statuses
• Creating a New Lead Manually
• Adding Notes and Activities to Leads
• Importing Leads
• Converting a Lead to an Account and a Contact
• Creating a Lead Sign Up Page for your Web Site
• Testing a Lead Sign up Page
• Working with Companies
• Creating a Company Filter
• Working with Contacts
• Creating and Saving a Contact Filter
• Creating an Organization Chart and Company Hierarchy
• Adding Custom Fields to Company and Contact Information
• Managing Sales Activities
• Tracking Contact Email within SmartSimple
• Working with Opportunities - Overview
• Creating Opportunity Templates and Statuses
• Creating Opportunities
• Opportunity Contacts
• Opportunity Folders
• Opportunity Activities
• Opportunity Filtering
• Creating a Custom Opportunity View

Articles in category "Sales Tracking"

There are 29 articles in this category.

A Adding Custom Fields to Company and Contact Information Adding Notes and Activities to Leads C Converting a Lead to an Account and a Contact Creating Campaigns for Incoming Leads Creating Opportunities Creating Opportunity Templates and Statuses Creating a Company Filter Creating a Custom Opportunity View Creating a Lead Sign Up Page for your Web Site

C cont. Creating a New Lead Manually Creating an Organization Chart and Company Hierarchy Creating and Saving a Contact Filter D Defining Lead Statuses G Getting Started with Sales Tracking H How Leads Work I Importing Leads M Managing Sales Activities N Notes on Lead Ownership O Opportunity Activities

O cont. Opportunity Contacts Opportunity Filtering Opportunity Folders S Sales Tracking Subscribing to the Sales Tracking Application T Testing a Lead Sign up Page Tracking Contact Email within SmartSimple W Working with Companies Working with Contacts Working with Opportunities - Overview