Madsen, Amanda

Tracking the reasons prospects do or do not buy from you will help you refine your sales and marketing strategy. It will enable you to proactively address common objections (loss reasons) and reinf...

There are several Sales Reports (CRM > Reports > Sales)  that will help you evaluate the flow of incoming leads and their  movement through your sales pipeline. You can use these reports to work  w...

There are several sales reports (CRM > Reports > Sales) that will help you see how much revenue your direct sales team has generated and forecast future revenue. The revenue reports are based on th...

There are several Sales Reports (CRM > Reports > Sales)  that will help you evaluate sales rep effectiveness by individual or  team. You can use these reports to educate and strengthen your sales  ...

Call History SummaryThe call history summary report  lists the number of phone call tasks that an individual sales rep or a  sales team has completed within a specific period of time. You can use  ...

Please Note!If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! You ...

Go to CRM > Contacts in the main navigation menu. Search for the contact records that you want to create opportunities for. When you have the correct search results, click on the Actions button and...

Please Note!If you need to update the win or loss stage of a list of opportunities and you are requiring a win or loss reason to be entered by the sales rep, the opportunities will not update! Plea...

Your company may have a partner program that pays referral partners commission for the leads they send to you. When a partner sends you a lead, you will need to make sure the referral is tracked in...

The create an order method is essentially a streamlined way of creating a manual order in Max Classic. It generates an unpaid order record based on the product/subscription program interest recorde...