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[docs] added readme for selling

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Rushabh Mehta 2013-06-11 14:24:25 +05:30
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Selling management module. Includes forms for capturing / managing the sales process.
- Lead
- Opportunity
- Quotation
- Sales Order

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Sales campaign / promotion, like special discount, exhibition, newsletter etc.

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Customer master.

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Type of industry for a Customer.

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Details of product installation at Customer location.

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Detail of Item installed as a part of Installation Note.

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Prospective customer / prospect database. List of all prospects that could be source of business.

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Potential sales opportunity (deal) from a Lead or Customer.

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Items considered in the parent Opportunity.

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Price + terms quote sent to Lead or Customer.

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Item details (qty, rate) in parent Quotation.

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Common scripts used in Sales Cycle.

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Confirmed order received from Customer (either against a PO or a payment). All fulfilment details (shipments, billing) are tracked against the Sales Order.

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Item detail in parent Sales Order.

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Sales Person involved in parent Quotation, Sales Order.

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Tool to send Bulk SMS to Lead or Contacts.

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Trends of sales by Item, Item Group, Customer etc.

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Tree editor for Territory, Customer Group, Item Group, Sales Partner