Plans (Sales Rep)

How to manage plans in SalesLink - Sales Rep.

Territory Plans

Click the Territory Plans link under CUSTOMERS in the top navigation bar. The Plan List page displays.

This page displays a detailed table of all current territory plans organized by region. Click on a plan to view its details.

Add New Plan

From the Plan List page, click the [Add New] button. The Add Territory Plan page displays.

To add a new territory plan, fill in each of the fields in the Add Territory Plan form. Then click the [Save] button. The plan will be added to your Plan List page.

Budget

Click the Budget link under CUSTOMERS in the top navigation bar. The Budget page displays.

This page displays detailed information regarding the current and historical budget by division. Use the drop-down menus at the top of the page to switch divisions and years displayed.

Use the tabs at the top of the page to view reports for Equipment Sales, New Deliveries, Target Accounts, Objectives, and Expenses.

Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.

To edit budget details:

1. Click the Pencil icon next to Budget.
2. Enter all necessary information into the fields.
3. Click [Update Budget].

To update target accounts:

1. Use the Target drop-down menus to change the target status.
2. Click [Update].
3. Enter any information into the Plan or Action fields.
4. Click [Update].

To add a new objective:

1. Click the [Add New Objective] button.
2. Enter the objective details into the Add Objective form.
3. Click [Submit].