JD Edwards EnterpriseOne Customer Relationship Management Sales Applications Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Getting Started With JD Edwards EnterpriseOne CRM Sales Applications

JD Edwards EnterpriseOne CRM Sales Applications Overview

JD Edwards EnterpriseOne CRM Sales Applications Business Process

JD Edwards EnterpriseOne CRM Sales Application Integrations

JD Edwards EnterpriseOne CRM Sales Application Implementation

Understanding CRM Sales Applications

Sales Force Automation Setup

The Sales Cycle

Sales Measurement Tools

Key People in Sales

Sales Proposals

Hotkeys for Sales Force Automation

Setting Up Sales Fundamentals

Understanding the JD Edwards EnterpriseOne CRM Sales Force Automation System

Setting Up User Defined Codes for CRM Sales Applications

Setting Up Territories and Industry Groupings

Setting Up Sales Methodologies

Setting Up Qualification Scripts

Managing the Sales Force

Understanding the Sales Force

Adding Sales Team Members to Territories and Industry Groupings

Assigning Sales Team Members to Customers

Reviewing Sales Team Information

Managing Sales Leads

Understanding Leads

Entering a Lead

Maintaining and Updating Leads

Converting Leads

Managing Sales Opportunities

Understanding Sales Opportunities

Entering Opportunities

Managing and Maintaining Opportunities

Creating Quotes and Sales Orders for Opportunities

Generating Sales Proposals

Understanding Proposal Generation

Creating Simple Templates

Creating Composite Templates

Managing Proposal Templates

Creating Proposals

Managing Sales Data

Understanding Sales Data

Managing Competitor Data

Forecasting Sales Revenue

Reviewing Sales Pipelines

Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications

Delivered Workflow for JD Edwards EnterpriseOne Customer Relationship Management Sales Applications

JD Edwards EnterpriseOne CRM Sales Application Reports

JD Edwards EnterpriseOne CRM Sales Application Reports: A to Z

JD Edwards EnterpriseOne CRM Sales Applications: Selected Reports