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Monitoring sales against targets, Setting up targets to sales persons in CRM
Hi,

I would like to set up sales targets to each sales employee .
The current sales reports show us the sales done and the value of each deal which the employee is working on.

I would like the supervisor to set and thereby see the sales of each employee against the targets annually/monthly ..

Thanks.

Shankkar
mail integration to deal, email sent to crm (send&save) not reflecting in CRM
Hello Yana,

If you note the attachement, I had sent the mail directly to the CRM email address.  Also CRM item's email address -it is in the first line of email body.


Still it is note reflecting anywhere in the CRM - not even with the contact associated with the deal "chirjeev.gosain@maruti.co.in"

Any suggestions?

Thanks,

Shankkar
Adding Event tab to Activity Deal Tab, View Events in Deals tab under Activity
Hi Yana,

Thank you for the reply.

Yes, I can do that but it will be great to actually categorize.. meetings for meetings and calls for calls..so that the supervisor can actually get the up-to-date info on each deal by a sales rep.

A "information" or "events" in Activities will be helpful with features similar to meetings/calls.

Best Regards,

Shankkar
mail integration to deal, email sent to crm (send&save) not reflecting in CRM
Hi,

I tried sending a mail to the created email id but it is not showing up in CRM.
I followed the latest suggestions of mentioning the crm email id in the "to" field and also mentioned the deal id in subject as well as top line mail body. Also added the contact email id of the deal in the mail body.

Attached is the print of the email sent.

Please help.

Best regards,

Shankkar
Sales Representative Report, Adding deals name and products
Hi,

Currently, the sales representative report only display the no: of delas and amount.
Can we add the name of deals too and the products to the reports?

Thanks,

Shankkar
Adding Event tab to Activity Deal Tab, View Events in Deals tab under Activity
Hi,

Currently the Activity tab under deals section only shows tasks, meeting and calls.
Can we add Events tab too to the Activity Tab?

I know, the events can be seen under History but it will make more sense to have the Event too as a separate tab for display.

Also, the listview of columns in Deals shows the option of showing "Event Description" but nothing is displayed for the said deal.

Thanks,

Shankkar
Edited: Shankkar Narayann - 03/24/2014 08:40:29
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