What is meant by Business Type?
Business Type refers to the probable type of relation which a lead will have with the Seller. Competitor, consultant, customer etc. are typical examples for business type.
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
What is a deal?
Deal can be defined as a potential sale agreement or business commitment between seller and the buyer organisation/individual, in which the seller will receive monetary reward in return for the products/services he gives to the buyer. For example if ...
What is the difference between basic access, administrative access and special access?
Basic Access This type of access gives the user permission to perform specified actions on the entity records owned by the user or shared with the user. For example, a user with permission to Update Leads can update only the leads created by him or ...
How to use productivity Tools
Prerequisites Permissions: Productivity management>>Basic Access: Toggle on Read, Create and Update & Administrative Access: Read All and Update All. Product Plans: All Activities to be Completed: None Step by step process Productivity tools can be ...