Backend Opportunities & Leads
Opportunities
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If ...
Opportunities - Evaluation
An evaluation of the opportunities from the last 12 months can be found in the backend under Eval...
Sales Pipeline - Opportunities
Under Sales pipeline → Opportunities you will see a summary of the sales processes (code table "O...
Lead
Sales Pipeline - Summary
You receive an overview of all definitions in the Summary under the Leads menu. You can export th...
Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions ab...
Sales Pipeline - Costs
Enter the costs for the leads in order to be able to evaluate them statistically. Enter a Name ...
Lead - Evaluation
To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the ...
Trigger
Triggers can be defined to execute automatic actions in DeDeSales, e.g. calling a website, creati...