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Sales Opportunity Tracking
If you contact Sales leads through Time & Chaos, this
add-on utility for Time & Chaos will allow you to track your open sales
opportunities, provide quick reports for your sales manager and extend the
overall functionality of the main program to meet your needs of Sales
Forecasting.
Purchase
The cost is $19.95 and is available now through our 24 hour
online store. Order now and we will provide a
special password needed to install it.
Download
If you have already ordered this utility and have your
password ready, you can download the
Sales Opportunity Tracking Plug-in from our Products section (updated
April 29, 2004).
Features and Benefits
- Maintain a database of Sales Opportunities that are connected
to entries in your Time & Chaos Telephone Book
- The Sales Opportunity Review screen
provides several parameters for filtering your view -- Project ID, Date Range (with
special options of Future, Past and All), Telephone Book Overlay, and Telephone Book Entry
(Client).
- Edit existing Sales Opportunities, add new Opportunities, and produce printed reports
-- expected sales for a client over the next three months (sorted by project) or expected
sales for all clients over the next three months, as examples.
- Graphical Calendars for specifying dates.
- Self-maintaining drop down lists for Project ID, Sales Status, Item Being Sold and Unit
Price.
- Preferences setup for default transaction values and usage behavior.
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