Editing Manager or Owner using SME
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Business Process Tips: Make sure salespeople track all information in SME and enter every lead, take notes, and enter proposals as opportunities. | Business Process Tips: Make sure salespeople track all information in SME and enter every lead, take notes, and enter proposals as opportunities. | ||
− | * Customers: Salespeople should also be looking to past or existing customers for sales opportunities. Managers should provide lists of past leads to sales people to work on. Once again, use | + | * Customers: Salespeople should also be looking to past or existing customers for sales opportunities. Managers should provide lists of past leads to sales people to work on. Once again, use Views to find past active or inactive customers. |
Check sales pipeline through proposals | Check sales pipeline through proposals |