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1
Sales Management Features in Detail
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Before you begin using PortalProdigy to manage your sales operations the following feature modules need to be set up:

 

  • Set Up Sales Roles
  • Set Up Sales and Opportunity Features
  • Set Up Request Features and Create Opportunity Form
  • Set Up Sales Contacts Records
  • Set Up Items, Product & Inventory
  • Set Up Task Features

 

12.3.1 Set-Up Roles

12.3.2 Set-Up Sales and Opportunity Features

12.3.3 Setup Request Features and Create Opportunity Form(s)

12.3.4 Set Up Sales Contacts Records

12.3.5 Set Up Items, Product & Inventory

12.3.6 Task Features



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PortalProdigy, Inc. 2000-2007
 
2000-2007 Portal Prodigy, Inc.1994-2016 Brolin Corporation