SedonaOffice 101 Main Application Menu Sales Management
The Sales Management Module is used to track sales Prospects and create Opportunity (high level quote) records for a sales Prospect. If your company has purchased the QuoteWerks Integration and is using the QuoteWerks software application, Prospects may be used however Opportunities will not be used. Each option within the module is secured by User Group Security permissions.
Opportunities – Selecting this option will display a listing of all Opportunities in process. Once a sale is closed and the record is turned into a customer, the opportunity will drop of the list of active opportunities. An Opportunity is a listing of products and services quoted to a Prospect.
Prospects – This option is used to create and manage sales Prospects throughout the sales cycle.