Manage the Sales Pipeline

Tracking your sales activity
You can use Legrand Cloud CRM to track your sales activity through the opportunity pipeline. The opportunity pipeline is a graphical overview of the progres...
Mon, 21 Aug, 2017 at 1:29 PM
Opportunity Module
An opportunity is a potential sale or revenue generating event which should have a budget and a time frame. The opportunity works through a series of stages...
Mon, 21 Aug, 2017 at 1:13 PM
Add a task
When you start working on an opportunity you can set yourself a set of tasks that relate directly to that opportunity. Add a Task Firstly, you might a...
Wed, 13 Jan, 2016 at 3:31 PM
Add a Calendar Event
You can create an appointment in your calendar and invite attendees. Some examples of events can be Conference call Sales meeting Site visits ...
Wed, 13 Jan, 2016 at 4:16 PM
Add an activity
To win a sales opportunity, you may have to attend meetings with subcontractors, or you need to get quotes from external suppliers prior to quoting. You can...
Tue, 24 Nov, 2015 at 12:57 PM
Track win/loss outcomes
You can track the outcomes of closed opportunities and produce reports on them. To close an opportunity,  select Close Off in that opportunity's detai...
Tue, 15 Dec, 2015 at 3:13 PM
Display and report on Opportunities
Utilizing the Advanced Search is the best way to report and filter through your opportunities. This advanced search tool is the most effective way to get t...
Thu, 17 Dec, 2015 at 2:47 PM
Customize Opportunity Stages
Add, edit, delete Opportunity stages Only the administrator can edit Opportunity stages. 1.    Select Opportunities and then Define Stages ...
Mon, 21 Dec, 2015 at 12:59 PM
Opportunites Module
Select Opportunities to view the opportunity pipeline. Each block refers to a stage in sales cycle . Note:- The stages can be changed to suit your ...
Tue, 15 Dec, 2015 at 2:42 PM