Sales Menu - Revision history

Ashley DeBon at 07:26, 23 July 2026

2026-07-23T07:26:15Z

2026-07-23T07:21:26Z

2026-07-23T07:16:50Z

‎Goals (New web)

2026-07-23T06:59:23Z

‎Goals

2026-07-23T06:58:04Z

‎Opportunity Stages (New Web)

2026-07-23T06:57:55Z

‎Opportunity Stages (New Web

2026-07-23T06:42:51Z

‎Opportunity Stages (New Web

2026-07-23T06:41:38Z

‎Opportunity Stages

2026-07-23T06:31:58Z

‎Opportunity Fields (New Web)

2026-07-23T06:12:41Z

‎Opportunity Fields

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 More Info: [[Goals (New web)]]
 [[File:Goals.png|350px|thumb|Goals]]
 <div style="clear:both;"></div>

← Older revision		Revision as of 07:21, 23 July 2026
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−	Path: [[Callproof Support]] - [[Website]] - [[Sales Menu]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Sales Menu]]

	The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.		The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.

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 More Info: [[Goals (New web)]]
-[[File:GoalsIndex.png|250px|thumb|right|Goals]]
+[[File:Goals.png|350px|thumb|Goals]]
 <div style="clear:both;"></div>

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 <div style="clear:both;"></div>
-== [[Goals]] ==
+== [[Goals (New web)]] ==
 Track individual or market targets. Goal types include Dollar (from opportunity derived values in a date window by close date) and Points (from activity/event points). Statuses include Not started, Ongoing, Completed, Not completed, and Cancelled. Create is manager-only and blocked for market managers; viewing the list is available to logged-in users. Example: Q3 individual $100k goal for Jane, measured from derived opportunity values with close dates in Q3. Key settings: goal type Dollar or Points, user or market scope, start/end dates, amount or points target, status, notes, optional auto-restart / max target behavior. Related: Dollar goals use Opportunities; Points goals use the points/activity system that also relates to Badges.
-More Info: [[Goals]]
+More Info: [[Goals (New web)]]
 [[File:GoalsIndex.png|250px|thumb|right|Goals]]
 <div style="clear:both;"></div>

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 More Info: [[Opportunity Stages (New Web)]]
-[[File:OpportunityStages.png|300px|thumb|Opportunity Stages]]
+[[File:OpportunityStages.png|350px|thumb|Opportunity Stages]]
 <div style="clear:both;"></div>

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 <div style="clear:both;"></div>
-== [[Opportunity Stages (New Web]] ==
+== [[Opportunity Stages (New Web)]] ==
 Opportunity Stages. Manager-only. Defines ordered pipeline stages for the Opportunities board. Each stage has a name, probability percent, lock flag, colors for opportunity and funnel display, and optional notification emails when an opportunity enters that stage. Example: Stage Won at 100% with green colors and an email to sales ops. Key settings: name, probability 0–100, lock, notification emails, foreground/background colors, order. Related: every opportunity has a stage; board columns come from stages; stage changes are tracked in history.

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 Manager-only. User-defined fields for opportunity records (separate from contact Custom Fields). Appear on add/edit opportunity. Support types such as text, select, and related option/auto behaviors. Managers can also set the company value/currency sign used on opportunity screens. Example: Add Contract Term (months) and Deal Source dropdown on every opportunity. Key settings: field name, type, default option, order, option lists, auto rules, company opportunity value sign. Related: shown on opportunity forms; included in import/export paths where configured.
 More Info: [[Opportunity Fields (New Web)]]
 <div style="clear:both;"></div>

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 <div style="clear:both;"></div>
-== [[Opportunity Fields]] ==
+== [[Opportunity Fields (New Web)]] ==
 Manager-only. User-defined fields for opportunity records (separate from contact Custom Fields). Appear on add/edit opportunity. Support types such as text, select, and related option/auto behaviors. Managers can also set the company value/currency sign used on opportunity screens. Example: Add Contract Term (months) and Deal Source dropdown on every opportunity. Key settings: field name, type, default option, order, option lists, auto rules, company opportunity value sign. Related: shown on opportunity forms; included in import/export paths where configured.
-More Info: [[Opportunity Fields]]
+More Info: [[Opportunity Fields (New Web)]]
 [[File:OpporuntiyFieldsIndex.png|250px|thumb|right|Opportunity Fields]]