Sales Management

This guide walks through each screen in the Sales Management menu of the Sales module: Sales Teams, Territories, Targets, Commissions.

Sales Teams

Where to find itSales → Sales Management → Sales Ops → Sales Teams

Detailed steps for this screen are being generated from the running application.

Where to find itSales → Sales Management → Sales Ops → Territories

1
Open Territories
In the Sales module, open Sales Management in the green navigation bar, then choose Territories under Sales Ops.
2
Review the list
The list shows these columns: TERRITORY, REGION CODE, PARENT, ORDERS, QUOTATIONS, TARGETS, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Territory.

Where to find itSales → Sales Management → Sales Ops → Targets

1
Open Targets
In the Sales module, open Sales Management in the green navigation bar, then choose Targets under Sales Ops.
2
Review the list
The list shows these columns: APPLIES TO, PERIOD, TARGET, ACHIEVED, ATTAINMENT. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: New Target.

Where to find itSales → Sales Management → Sales Ops → Commissions

1
Open Commissions
In the Sales module, open Sales Management in the green navigation bar, then choose Commissions under Sales Ops.
2
Review the list
The list shows these columns: SALES REP, PERIOD, LINES, COMMISSION, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
3
Use the available actions
Buttons available on this screen: Generate Statement.