Many reps in our industry use either the term "Principal" or "Manufacturer". For purposes of this tutorial, we will use "Manufacturer".

It all starts with Opportunities and Quotes if you are tracking pre-sales activity. Here are just a few ways sales professionals can use this system to make their jobs easier.

Capturing the Opportunity

From the main screen you would select Opps/Quotes.

This brings up the Opportunities/Quotes main menu (below), where you would select New Opportunities.

This brings up the Opportunities Entry screen where you can enter new opportunities or edit existing ones. While you're on the phone, you can capture a new opportunity by simply specifying a customer or prospect, and assigning a project name. The rest of the information is optional. If you are in a hurry, simply annotate the free form notes and fill in the rest later (line items, action items, etc.). Sales reps traveling in the field can quickly and easily add new customers on the fly or access existing ones on demand.