Sales

Pathway:  Setup > Sales > Competitor Use the Competitor Setup tool to enter competitor details that can be used in lead and prospect tracking dashboard tools. Add a New Competitor When new competitor information is added, i...

Pathway:  Setup > Sales > Lead Source The Lead Source Setup screen includes a pre-populated list of lead sources that are used to identify how a lead originated when it is created for a potential sale. Additionally, this screen offers the f...