Sales Rep - Pipeline
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      1. Texada Knowledge Base
      2. Sales: Equipment CRM
      3. Sales Rep - Pipeline

      Insights (Sales Rep)

      How to manage insights in SalesLink - Sales Rep.

      Campaigns

      Click the Campaigns link under PIPELINE in the top navigation menu. The Current Campaigns page displays.

      This page displays a detailed table of your sales campaigns. Use the drop-down menu at the top left of the page to switch between History Campaigns, Current Campaigns, and Future Campaigns.

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

      Campaign Details

      Click the [View] button next to a campaign to view its Campaign Details page.

      You can edit any of the fields in the Campaign Details section. Use the Campaign Effectiveness links to the right to update the status of any accounts associated with the campaign.

      Expiring Warranties

      Click the Expiring Warranties link under PIPELINE in the top navigation bar. The Expiring Warranties page displays.

      This page displays a detailed table of all expiring warranties in your accounts, organized by the month they’re set to expire.

      To filter the table:

      1. Select the fields to filter by at the top of the page.
      2. Select a date range.
      3. Click the [Filter] button.
      4. Click the [Set as Default] button to set this filter configuration as the default whenever you visit this page.

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

      Click on a number in the table to view more details regarding those specific expiring warranties.

      This page displays details regarding individual expiring warranties.

      To filter the table:

      1. Select the fields to filter by at the top of the page.
      2. Select a date range.
      3. Click the [Filter] button.
      4. Click the [Set as Default] button to set this filter configuration as the default whenever you visit this page.

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

      To change the status of an individual warranty:

      On Hold

      1. Click the [On Hold] button.
      2. Add any comments.
      3. Click [Save].

      Declined

      1. Click the [Declined] button.
      2. Select a Reason from the drop-down menu.
      3. Add any comments.
      4. Click [Save].

      Activity

      1. Click the [Activity] button.
      2. Enter all required information into the Add New Activity form.
      3. Click [Save Activity].

      Opportunity

      1. Click the [Opportunity] button.
      2. Enter all required information into the Add New Opportunity form.
      3. Click [Save Opportunity].