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Getting Started with PeopleSoft Sales
PeopleSoft Sales Overview
PeopleSoft Sales Integrations
PeopleSoft Sales Implementation
Navigating in PeopleSoft Sales
Navigating in PeopleSoft Sales
Setting Up Business Units for PeopleSoft Sales
Understanding Business Units in PeopleSoft Sales
Setting Up Business Units for PeopleSoft Sales
Setting Up Sales Security and Personalization
Understanding Sales Users
Setting Up Sales Access Profiles
Setting Up Sales Users
Setting Up Sales Teams
Setting Up Functional Options
Setting Up Sales Leads and Opportunities
Setting Up a Sales Process
Setting Up Component Field Default Values
Setting Up Lead Ratings
Setting Up Assignment Weights
Setting Up Account-Based Assignment Options
Setting Up Lead Reject and Turnback Reasons
Setting Up Sales Contacts
Setting Up Sales Competitors
Setting Up Buying Criteria
Setting Up Lead Sources
Setting Up Fallout Reasons
Setting Up Pipeline Segments
Setting Up Templates for Importing Leads
Setting Up the Summary Page for Leads and Opportunities
Setting Up Display Templates for Leads and Opportunities
Setting Up Task Group Templates for Leads and Opportunities
Setting Up Sales Forecasts
Understanding Forecast Setup
Defining Forecast Elements
Creating Territory Trees
Understanding Territory Trees
Creating Territory Trees
Running the Sales Access Update Process
Reorganizing or Deleting a Territory Tree
Understanding Tree Reorganization
Reviewing Reorganizations
Reorganizing a Territory Tree
Deleting Trees or Tree Nodes
Configuring Assignment Criteria
Understanding Assignment Groups
Configuring Assignment Criteria
Understanding Sales Leads and Opportunities
Leads and Opportunities
Profile Enablement
Higher Education for Sales
Differences Between Leads and Opportunities
Workflow for Leads and Opportunities
History Tracking for Leads and Opportunities
Creating Sales Leads and Opportunities
Creating a Sales Lead
Creating a Sales Opportunity
Selecting the Customer for a Lead or Opportunity
Selecting Customer Contacts for a Lead or Opportunity
Cloning a Sales Lead or Opportunity
Converting a Lead to an Opportunity
Importing Sales Leads
Understanding Data Import for Leads
Importing Sales Lead Data
Assigning a Lead or Opportunity
Understanding Sales Representative Assignment
Assigning Sales Representatives to a Lead or Opportunity
Accepting, Rejecting, or Turning Back a Lead Assignment
Reassigning a Sales Representative's Leads, Opportunities, and Accounts
Qualifying a Lead or Opportunity
Associating a Lead or Opportunity with a Source Campaign
Running a Survey for a Lead or Opportunity
Creating a Proposal for a Lead or Opportunity
Understanding Proposals for a Lead or Opportunity
Selecting Products and Prices for a Proposal
Generating Quotes and Orders
Creating Sales Tasks and Adding Notes for a Lead or Opportunity
Understanding Sales Tasks
Creating and Assigning Sales Tasks
Managing and Viewing Tasks
Adding Notes and Attachments
Managing Leads and Opportunities
Searching for Leads and Opportunities
Managing Leads and Opportunities on the Search Page
Managing a Lead or Opportunity by Using Summary Information
Viewing Call Reports for a Lead or Opportunity
Maintaining Profile Data for a Lead or Opportunity
Viewing History for a Lead or Opportunity
Sending Sales Email Messages and Correspondence
Sending Sales Proposals or Quotes to Customers
Sending Manual Notifications from Leads or Opportunities
Viewing the Opportunity Pipeline
Understanding the Opportunity Pipeline
Common Elements Used in Opportunity Pipeline
Viewing the Opportunity Pipeline
Including Opportunities in Forecasts and Closing Opportunities
Understanding Opportunities Included in Forecasts
Including Opportunities in Forecasts
Closing Opportunities
Understanding Sales Forecasts
Forecasts
Revenue and Shadow Forecasts
Using Forecasts
Understanding Forecast Functionality in PeopleSoft Sales
Selecting a Forecast
Adding and Adjusting Forecasts
Generating Forecasts Automatically
Managing Forecasts
Inactivating and Locking Forecasts
Archiving and Restoring Forecasts
Working with Customer Accounts
Understanding Customer Accounts
Flattening Customer Hierarchies
Managing Customer Accounts
Understanding Sales Interactive Reports
Understanding Interactive Reports
Launching and Working with Forecast Interactive Reports
PeopleSoft Sales Reports
PeopleSoft CRM Sales Reports: A to Z
Report Samples