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Sales and Data Management

Introduction

This form aids sales representatives with lead-to-sale processing. Most sales companies transfer leads into different categories, depending on the needs of a future customer. The form also provides a way for the sales department to manage customer data. This form and workflow was developed through a request made by a local sales company.

Figure 1: Sales and Data Management Form


Figure 2: Sales and Data Management Workflow


DESCRIPTION:

This form and workflow was developed when a local sales company was trying to find a solution for managing sales orders, and keeping potential customers in a database. This form and flow offers a solution by keeping easily customizable forms inside of workflow states for easier reference. The setup also aids newer sales representatives with a template, which limits the number of mistakes made in gathering purchase order information.

Although many applications offer similar features for sales departments, few can provide the customization options that are made available through Vibe.

To view a working example of this form visit the Virtual Sandbox.


Attachments

File Name Size Last Updated Version Deployment Time
2.7 KB 02/19/2010 Teaming 2, 2.1; Vibe OnPrem 3, 3.1; Vibe 3.2 30 minutes to 2 hours
9.49 KB 08/1/2011 Vibe OnPrem 3, 3.1; Vibe 3.2 30 minutes

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