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Contact

Contact is the master data for relational management it uses for maintaining the information for marketing-related activities for a people or companies.

Follow the step below for create new Contact:

1. Select Contact from navigation bar or use search function for find Contact

  2. Click New

  3. Enter following information in General Tab

• • Name
  • Type
  • Salesperson Code
  • Salutation Code

Segmentation

Segments are groups of contacts according to specific criteria.

Follow the step below for create Segments:

1. Select Segments in navigation menu Sales => Segments

  2. Click New 

  3. Enter following information in General Tab

• • Description
  • Salesperson Code

  4. Click Add Contact... to add contact to the segment

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For details, please see the BC 365 - Managing Segments .

Opportunity 

Sales opportunities for section the sales process into different stages for manage the opportunities.

Follow the step below for create new Opportunities:

1. Select Opportunities from navigation bar

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1. Click New
2. Enter following information in General Tab

• • Description
  • Contact
  • Salesperson code
  • Priority
  • Sales Cycle Code 

  4. Follow the steps below for record the sales cycle process

• • Start Sales Cycle Process - Activate 1^st stage - Select [Activate First Stage] in Action bar for start the sales cycle.  Sales Cycle Stages line to be create by system accordingly.

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• • Update Sales Cycle Process - Select update in action bar

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