Novell is now a part of OpenText

Change United States, English

Login

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

Sales and Data Management Form

Figure 2: Sales and Data Management Workflow

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 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 Teaming.

VERSION: Teaming 1, Teaming 2.0, Teaming 2.1

TIME TO DEPLOY: 45 minutes

Attachments

File Name Size Last Updated
2.75 KB -
2.7 KB 02/19/2010

 

© Copyright 2025 Micro Focus or one of its affiliates