Madsen, Amanda

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...

When a sales rep tracks product/subscription program interest in an opportunity record, they can generate an email with a buy now link when someone is ready to buy. The buy now link takes the custo...

As you are working with a prospect, you will learn more about their specific needs and the products you sell that will meet them. If your company is using the Max Classic E-commerce module, then yo...