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The Sales Enquiry Module
The ‘My Sales‘ tab in the ‘Sales’ module is a comprehensive sales pipeline showing you the status of all sales enquiries raised. You can select the account manager or staff member to filter the records by using the ‘Staff Member/Account Manager’ drop-down.
You can see any call-backs and previous calls made below the enquiry list.
The graphs on the left-hand side are automatically generated by using the sales process part of an enquiry. Double-clicking on any of these graphs will bring up a larger version in a pop-up window.
