Advice needed from Newbie please

[mike3000]

Hi Everyone,

I have just finished installing Community Version 6.3.0RC2 (Build 6943) and am really looking forward to using it.

I have successfully imported a few hundred contacts and attached them to account names.

I currently have 4 users set up…2 of them admin.

I had a few questions before I attempt to dive into it. Hopefully you guys/girls can help.

Basically I want a sales member to login into his/her account and have a list on links to the deals they are working on sorted by date. User than can click a link to contact or company that is at the top and the window (most recent) that will open up an uncluttered screen with as little updateable fields as possible. A saleperson will update a field with the outcome of the call. Save and move on to the next client/contact in list on his/her homepage.

What should I be using to track this simple information? Opportunities? Leads? Accounts? Contacts? I want to keep this as simple as possible for all users including myself.

I would like a summary of the days calls to be emailed to the admins…hopefully the client name and notes form the call.

As you can see, I currently do not need close to the full capabilities of the software…I just would appreciate input from anyone who can give me some advice and point me in the right direction to get good start.

Thanking you in advance for your help. I appreciate it.
Sincerely,
Mike

[mike3000]

hello? anyone?

[houlejo]

Hi,

To track deals, you log them in Opportunities (for all $).

To track customers, you log them in accounts (the companies) and contacts (the people).

To track potential customers, you log them in leads.

To log calls, you create calls either for a lead or a contact.

To send a report by email, you need to do this report manually (code is required).

User can use the dashlets on the Home tab to follow they stuff.