Sale management |
Professional sales departments needs a professional tool, and with Seven we introduce the possibility to create sales guides to easier guide sales representative through the sale process. It is still easy to use and at the same time not limiting the user.
The motivation behind this is:
Done by:
The new MDO lists are available via the existing list APIs.
Sale
Database.GetListItem( … )
Database.GetListItems( … )
Database.GetStagesForSaleType( item )
- For filtering the stages list correctly.
Appointment.Sale
- The sale this appointment is linked to
Appointment.SuggestedAppointmentId
- This appointment came from a sales guide
Document.Sale
- The sale this document is linked to
Document.SuggestedDocumentId
- This document came from a sales guide
Sale.ActiveLinks
Sale.CanBeCompleted – is the completed checkbox enabled?
Sale.PostItText
Sale.NextDueDate
Sale.ReasonStalled
Sale.ReasonSold
Sale.ReasonLost
Sale.ReopenDate
Sale.SaleType
Sale.Stage
Sale.GetSuggestedAppointments
Sale.GetSuggestedDocuments
The Guide Admin will not be exposed via the COM API, like most of the admin client.
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