Minuta reunión

U S E R M A N UA L

JA N UA RY 2 0 1 0

USER MANUAL

JANUARY 2011

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TABLE OF CONTENTS
PART I.................................................................................................................................................................... 7 SALES FORCE AUTOMATION .................................................................................................................................. 7 CHAPTER 1............................................................................................................................................................ 2 INTRODUCTION ..................................................................................................................................................... 2 SALES FORCE AUTOMATION .............................................................................................................................................2 SALESFORCE AUTOMATION IN ZOHOCRM..........................................................................................................................3 Lead Management ................................................................................................................................................4 Account Management..........................................................................................................................................4 Contact Management ...........................................................................................................................................5 Opportunity Management ....................................................................................................................................5 Sales Forecast.......................................................................................................................................................6 CHAPTER 2 ............................................................................................................................................................ 8 LEAD MANAGEMENT............................................................................................................................................. 8 LEAD MANAGEMENT PROCESS..........................................................................................................................................8 CREATE LEADS...............................................................................................................................................................9 Create Leads Individually ....................................................................................................................................10 APPROVE LEADS CAPTURED THROUGH WEBSITE.................................................................................................................11 ASSOCIATE LEADS WITH OTHER RECORDS.........................................................................................................................12 CONVERT LEADS TO OTHER SALES RECORDS ......................................................................................................................13 LEAD CONVERSION RULE...............................................................................................................................................14 SET UP LEAD ASSIGNMENT RULES....................................................................................................................................16 Workflow of Lead Assignment Rule ....................................................................................................................16 Limitations...