Entering Data Fields

***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software

The following example assumes you are a sales executive for Rhythm and Blues Services - a mythical professional services company that provides equipment and services to the professional touring musician. The example pipeline is based upon the Standard template, and uses either the Eastern Area or Western Area example pipelines that were installed with this program.

When entering the data fields, a few of the fields generated by the Standard temple can use some explanation

Field	Description
Opportunity Name	This is field MUST contain some information. Enter a brief phrase that connotes the type of sales opportunity. For example, at Rhythm and Blues Services it might be the opportunity to provide a new PA system to a touring band, so the Opportunity Name might be "New PA System"
Stage	This field helps you track where you are in your selling process. The Standard Template calls these stages: Lead, Assess Business, Prepare Solution, Present/Propose, Gain Commitment, Implement/Confirm
Conclusion	This field is used to provide a "reason" when an opportunity has closed somehow - whether won, lost, or postponed. You can use reports to look back across your lost deals - especially if you have been archiving them. If you find that 90% of the lost had a "reason" of "Lost - Price" then it's time to sharpen the pencils and look at pricing....
Discount, Quantity & Price	These are the data fields that are used as a part of the revenue calculation
Contact, Phone, Email, Address	When using the Standard template, these fields can be automatically filled out using an Outlook Contact via the Outlook Connection.

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