How to take a sales lead through the entire sales process
In this Arcade you will learn how to promote a lead into a Quote and then take that quote through the work order, delivery, and invoice events.
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Create Lead
There are 2 ways to create a lead. You can either "Create a Lead" from the Sales>Leads screen using the "Create Lead" button. OR you can create a lead from a Company record using the Create Lead button. This will open a new lead screen. Simply fill ...Quote to Cash Process
The Quote to Cash process in Sandbox is customizable. Other internal steps may be added for pricing, contracts, and approval, but this is how the base process flows which will provide your organization with the understanding to develop your own full ...View and Edit Lead
Let's understand what we are looking at when viewing the Sales>Leads screen. The left panel of this screen displays a filterable pipeline value by team member and monthly estimated value. To filter simply click on the segment and the data showing on ...Sales Training
Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...Creating a Work/Sales Order
A work/sales order can be created at this stage or converted from a quote. Non inventory, or out of stock product can be procured from a work order and a tie will be established between the events. To create a quick sales order; Click on Create Work ...