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Technokrafts Labs

Pvt. Ltd.

Document Name

Sales Funnel Manual

Sales Funnel

Version No.

1.0

Release Date

12-Nov-2014

Document ID

1.0

Contents


1. Introduction 3

2. Requirements 3

3. Features 3

4. Sales Funnel Module Installation 3

5. Module Description for Sales Funnel 6


Sales Funnel’ FOR VTIGER CRM 6.0.0

1.Introduction



Sales Funnel 1.0 is designed for Vtiger CRM 6.0.0. It used to represent the stages in a sales process.

We can create “Funnel Chart” in visualizing and identifying problems in sales process because funnel charts best for represent the various stages in Sales.


2.Requirements





  • VtigerCRM version ( 6.0.0)

  • Adobe Flash Player:-Latest Version.



3.Features





  • It visualizes the progressive reduction of data as it passes from one stage to another.

  • Graphical Representation: - Easy understanding of Sales Process and related bulk data.

  • Analysis of sales more quickly than the raw data.

  • Quick: - When we select particular stage of modules it display data on chart and table.

  • The sales funnel visually describes the sales process from initial purchases to final sale.

  • Data display on chart determines where sales should focus attention and efforts to keep sales at the desired level and to meet sales targets.




4.Sales Funnel Module Installation



For “Sales Funnel” module installation please refer following screen shots.
Picture 4.1.1



Picture 4.1.2


Picture 4.1.3




Picture 4.1.4

Picture 4.1.5




Picture 4.1.6



Picture 4.1.7



5.Module Description for Sales Funnel





  1. Sales Funnel is for “Opportunities”, “Quote”, “Purchase Order”, “Invoice” and “Sale Order” module.

  2. User can select module from drop drown list and user can select multiple stages from dropdown list.

  3. On “Sales Funnel” default module is the “Opportunities” module and all related stages of data are display in multi-select box.

  4. On chart the “Number of Opportunities” showing records of particular stage and display data in tabular format.

  5. Please refer following screen shots.



Picture 5.1.1


Picture 5.1.2




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