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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.
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Commence On Demand allows you to define sales opportunity and quote values for '''Sources''', '''Types''', '''Stages''', '''Terms''' as well as establish '''Sales Quotas'''.
  
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To establish field value options for '''Sources''':
  
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Commence On Demand allows you to define opportunity and quote values for '''Sources''', '''Types''', '''Stages''', '''Terms''' as well as establish '''Sales Quotas'''.
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1. Select '''Administration''' from the '''Quick Links''' section.
  
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To establish field value options for Sources:
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2. Select '''Module Settings''' from the '''Administrator''' section.
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3. Select '''Sales'''. ''The Sales Module Settings screen displays.''
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4. Select '''Sources''' from the module settings listing.
  
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1. Select Administration from the Quick Links section.
 
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2. Select Module Settings from the Administrator section.
 
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3. Select Accounts. The Contacts Module Settings screen displays.
 
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4. Select Sources from the module settings listing.
 
 
5. Define the field values:
 
5. Define the field values:
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To add a field value, enter the name in the New Value field and click the Add Value button.
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To edit a field value, select the field name in the listing and enter new name in the New Value field. Click the Edit Value button.
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* To add a field value, enter the name in the '''New Value''' field and click the '''Add Value''' button.  
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To remove a field value, select the field name in the listing and click the Remove button.
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* To edit a field value, select the field name in the listing and enter new name in the '''New Value''' field. Click the '''Edit Value''' button.  
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To change the order that the values appear in the drop down list, select the source field name and select Up or Down to move the value in the list.
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* To remove a field value, select the field name in the listing and click the '''Remove''' button.  
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6. Click Save.
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* To change the order that the values appear in the drop down list, select the source field name and select '''Up''' or '''Down''' to move the value in the list.  
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7. Click Save & Close when you are done.
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6. Click '''Save'''.
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Repeat the process to define values for Industry, Address Type, and Products.
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7. Click '''Save & Close''' when you are done.
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Repeat the process to define values for '''Types''', '''Stages''', and '''Terms'''.

Revision as of 16:33, 18 October 2012

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

To establish field value options for Sources:

1. Select Administration from the Quick Links section.

2. Select Module Settings from the Administrator section.

3. Select Sales. The Sales Module Settings screen displays.

4. Select Sources from the module settings listing.

5. Define the field values:

  • To add a field value, enter the name in the New Value field and click the Add Value button.
  • To edit a field value, select the field name in the listing and enter new name in the New Value field. Click the Edit Value button.
  • To remove a field value, select the field name in the listing and click the Remove button.
  • To change the order that the values appear in the drop down list, select the source field name and select Up or Down to move the value in the list.

6. Click Save.

7. Click Save & Close when you are done.

Repeat the process to define values for Types, Stages, and Terms.

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