SedonaSetup Application Sales Management Setup Tables/Options
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Purpose: |
To define the list of sales activities which may be tracked during the sales cycle. |
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Prerequisites: |
None |
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Required or Optional: |
Optional |
Events are used to track major steps that occurred during the sales process. Documenting items such as demos, appointments, contract preparation etc. is helpful if another individual within your company needs to know the sales history to be able to pursue the Prospect.
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