How To Guides
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Cree registros para capturar información aún por calificar acerca de una persona o una empresa que ha expresado interés en sus productos. Al realizar un seguimiento de esta información podría crear oportunidades futuras de ventas.
Create records to capture unqualified information about a person or company who has expressed interest in your products. By following up on this information, you could create future sales opportunities.
Distinguish between an unqualified prospect and a prospect that you feel will result in a sale. The point at which you convert a lead to an opportunity depends on your own company business process. Learn about the main characteristics of an opportunity and how to convert a lead to an opportunity.
Automate your sales process and make your life easier using workflows. Workflows allow you to progress an opportunity from a lead to a sale, while providing you with all the information you need for reporting and forecasting on the way.
A short video to help sales users get started with Sage CRM; Sage CRM allows you to effectively track and manage your sales pipeline, tracking leads from first contact to final sales closure.