***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
Opening from a Mailbox
You may retrieve your sales pipeline from the Sales Data Center's post office and mailbox that have been set up for your sales organization. Your post office and mailbox are set up through the Data Center Manager. Post offices are a month-to-month subscription service provided by Software On Sailboats. For more information see the Software On Sailboats website.
Opening a sales pipeline from a mailbox
Opening a sales pipeline from a mailbox closely resembles open a sales pipeline from a file. Check the box next to the sales pipeline that you wish to open and pres the "Open" button.
Creating a sales forecast
One of the most powerful features of the Sales data center is the ability to create a sales forecast - a sales pipeline that combines several sales pipelines into one.
Creating sales forecasts - rolled up sales pipelines - can be done easily when mailboxes have been organized to assist inthe process and when the mailboxes contains the sales piplines that are intended to be included in a sales forecast. See Organize Mailboxes Like Your Sales Organization and Utility Mailboxes for more information.
Problems storing your pipeline in the Sales Data Center
If you have any difficulties opening pipelines in your post office, first try the diagnostic tools in the Support area of the Data Center Manager.
Mailbox Manager
The mailbox manager lets you manage sales piplines that are in your mailbox. It can help you select pipelines or delete pipelines. You will see the mailbox manager in the Data Center Manager, when opening sales pipelines (FILE --> OPEN PIPELINE FROM --> MAILBOX) and saving sales pipelines (FILE --> SAVE PIPELINE TO --> MAILBOX).
Selecting sales pipelines in the mailbox
You can individually select any pipline in you mailbox by choosing the checkbox next to the file name.
Seleting the newest or oldest pipelines
You may select the newest or oldest pipline without having to carefully scan the dates of each pipeline. These buttons will simply select the pipeline with the newest or oldest date. Only one pipeline is selected - either the newest or the oldest.
Selecting the newest or oldest version
You may select the newest or oldest versions of each pipeline in your mailbox. Each sales pipeline has a unique identifier in it so that if several versions of the pipeline are stored in the mailbox the Sales Data Center understands which pipelines are related - that they are versions of the same pipeline. Selecting the oldest versions of the piplines in this mailbox selects two pipelines (see below). In parent mailboxes this techique of seleting the latest pipelines in each mailbox is the key to easily creating a sales forecast that is built upon the latest versions of pipelines stored in each child mailbox.
Parent mailboxes
If you are a sales manager that has mailboxes assigned to your mailbox, you will be able to see all of the information in each of the "sub" mailboxes.
In the example below, the North America mailbox owner (mailbox 2) could see the contents of mailboxes 3, 4, 5, 6, 8, and 9. The Worldwide Sales manager (mailbox 1) could see the contents of ALL mailboxes.
Deleting Pipelines
You can delete any checked pipelines in your mailbox by choosing the "Deleted the selected pipelines"
Software On Sailboats
Software On Sailboats
Saving To A Mailbox
You may save your sales pipeline to the Sales Data Center's post office and mailbox that have been set up for your sales organization. Your post office and mailbox are set up through the Data Center Manager. Post offices are a month-to-month subscription service provided by Software On Sailboats. For more information see the Software On Sailboats website.
Saving to your mailbox
To save your sales pipeline to your mailbox you must provide the post office name, your mailbox number, and password. This information may have been originally sent to you via email when your mailbox was set up. Before saving you may add/edit both the pipeline name and any comments you might wish to add. Of course your computer must be connected to the Internet for Desktop Sales Manager to reach the Sales Data Center and store your pipeline. The Sales Data Center will allow you to store more than one version of your sales pipeline online. If you choose, you may remove any previous version of your pipeline from your mailbox by checking them and pressing the "Delete the selected pipelines" button in the Actions area.
Saving your pipelines in other mailboxes
If you keep more than one pipeline, it may make sense to store your pipelines in different mailboxes. For example, if you keep a Win - Loss pipeline of closed sales opportunities you may wish to keep that pipeline in a Win / Loss mailbox rather than in the same mailbox as your work-in-progress mailbox. One of the powerful features of the Sales data Center is the ability to 'roll-up' the latest versions of sales pipelines from mailboxes into a forecast. If your mailbox has your normal work-in-progress sales pipeline AND the historical Win / Loss pipeline, both may be inadvertently rolled up into a sales forecast. It makes better sense to store the Win / Loss pipeline in a separate mailbox that does not get rolled up into a sales forecast. SeeOrganize Mailboxes Like Your Sales Team and Utility Mailboxes for more information.
Problems storing your pipeline in the Sales Data Center
If you have any difficulties storing your pipeline in your post office, first try the diagnostic tools in the Support area of the Data Center Manager.
Mailbox Manager
The mailbox manager lets you manage sales piplines that are in your mailbox. It can help you select pipelines or delete pipelines. You will see the mailbox manager in the Data Center Manager, when opening sales pipelines (FILE --> OPEN PIPELINE FROM --> MAILBOX) and saving sales pipelines (FILE --> SAVE PIPELINE TO --> MAILBOX).
Selecting sales pipelines in the mailbox
You can individually select any pipline in you mailbox by choosing the checkbox next to the file name.
Seleting the newest or oldest pipelines
You may select the newest or oldest pipline without having to carefully scan the dates of each pipeline. These buttons will simply select the pipeline with the newest or oldest date. Only one pipeline is selected - either the newest or the oldest.
Selecting the newest or oldest version
You may select the newest or oldest versions of each pipeline in your mailbox. Each sales pipeline has a unique identifier in it so that if several versions of the pipeline are stored in the mailbox the Sales Data Center understands which pipelines are related - that they are versions of the same pipeline. Selecting the oldest versions of the piplines in this mailbox selects two pipelines (see below). In parent mailboxes this techique of seleting the latest pipelines in each mailbox is the key to easily creating a sales forecast that is built upon the latest versions of pipelines stored in each child mailbox.
Parent mailboxes
If you are a sales manager that has mailboxes assigned to your mailbox, you will be able to see all of the information in each of the "sub" mailboxes.
In the example below, the North America mailbox owner (mailbox 2) could see the contents of mailboxes 3, 4, 5, 6, 8, and 9. The Worldwide Sales manager (mailbox 1) could see the contents of ALL mailboxes.
Deleting Pipelines
You can delete any checked pipelines in your mailbox by choosing the "Deleted the selected pipelines"
Software On Sailboats
Software On Sailboats
Software On Sailboats
***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
***** Copyright 2006, all rights reserved.
