Module Settings/Sales

The Sales module is populated from Opportunities created under a specific account or adding a new record within the Sales module and connecting the appropriate account. The Sales module allows you to set Default Views that users will see when then view the sales module. Each user may custom tailor this to their needs. With custom views the Admin can mange the custom views available in the Sales Module. Custom fields can be created of modified for the Opportunity page or the related Quote page. Select the appropriate Record Type when setting up custom fields. Sources can be created, edited, or deleted for sales opportunities. Type and Stage fields can be created, edited, or deleted for Opportunities and Quotations here as well.

Commence On Demand allows you to define opportunity and quote values for Sources, Types, Stages, Terms as well as establish Sales Quotas.