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"Exchanging success stories and ideas through the Prophet Community will help
us all become better sales professionals."
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Scott Fasser, Editor
Avidian Technologies
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| As Jane and Mark progress through the sales process, Jane wants to
update which stage he is at and insert critical notes. Here’s how she does it: |
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1. |
She clicks on the down arrow on the View button in the Prophet
toolbar and selects contacts with Activities.
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2. |
From this list she selects Mark Sexton which brings up all of the
sales activities she has set-up with Mark (currently just the one, but who
knows in the future!) |
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3. |
By double clicking on the duplex sales opportunity in the list,
the Opportunity Window pops open and she edits accordingly. |
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| When she has completed the process and the duplex closes, she
closes out the opportunity using the Won/Loss field and the Reason field in the
Opportunity window. It looks like this: |
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| Next Step –
Generate a Report |
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