Last updated: 2025-09-19
Sales & Marketing Help Topics
| Image from presentation.gif | The Sales & Marketing Help Topics are divided into the Menu Options and Training Movies sections. Click the hyperlinks to display an expanded list of topics. |
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| Menu Options | Training Movies |
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| - Opportunities) This simple yet powerful tool provides sales managers with the ability to create a tailored opportunity tracking and reporting methodology. As opportunities move from stage to stage, users and their managers can track progress online — from initial follow-up, to information gathering and needs analysis, to the presentation of your products and services, to the successful close of the sale. - SmartOpportunities - Opportunity Dashboard - Search Opportunities - Opportunity Reports - Opportunity Setup - Create an Opportunity - Opportunity Interface with other Modules - Leads) The SmartLeads module automates the process of lead importation, distribution, and tracking. The tracking process begins when leads are imported to the database from a .CSV-formatted file or are entered manually. SmartLeads can be accessed through several views. From the profile menu, select Profile & Settings Image from base_button_profile_settings.png. Then click the User Accounts tab and then select the User Accounts User Rights content link. Select the appropriate Leads licenses from the Licenses column. - SmartLeads - SmartLeads User Types - Search Leads - Searching and Viewing Leads - Import Leads - Leads Reporting and Analysis - SmartLeads Alerts - Leads Revocation - Moving Custom Data from Leads - Validate Leads Success Ratio - Leads Follow-up - Accepting Leads from a Specified Web Site - Events) SmartEvents is designed to help you and your staff manage every aspect of event planning, from initial marketing outreach, to follow-up on communication, attendee registration, on-site planning, and lead tracking and follow-up. - SmartEvents - Unfinished Event Tasks | - Mass Correspondence) - Mass Correspondence - Marketing Campaigns) The Marketing Campaign feature in SmartOffice is a comprehensive solution for the design, implementation, and management of marketing efforts. This campaign management system tracks campaign details and monitors the Leads and Opportunities generated through campaigns to provide an indication of their effectiveness. - Marketing Campaigns - Create a Marketing Campaign - Modify a Marketing Campaign - Delete a Marketing Campaign | - SmartOpportunities Course |
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