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hello guys so welcome to another video on new year's crm 2016 and in today's video we're going to go through the sales work area we're done with service so we're going to concentrate on the sales worker right now so for the service worker we're going to be concentrating on this particular video on the leads and the opportunities now talking about sales sales actually is basically the sale of a product i don't know about microdynamics it actually tries as much as possible to mimic or to implement the normal sales process that you're going to have in a normal business but now the sales price actually differ from business to business like i said earlier this actually models the the generic sales process you're going to have in and i mean in wholesale sales work area we're going to talk about the entities that are actually involved for yourself like the service for instance we know that accounts and contacts are actually involved the same thing that applies to sales accounts and contacts are still going to be involved which is more like under for cost which actually is a customer uh entity type now talking about sales itself the leads and the opportunities are the key part of you know making itself now to quickly demonstrate or explain the the transition between all the relationship between all these entities now normally you know if you're talking about a cell elite is more like a potential customer let's say you have a contact that that you want to sell your product to at that point because your that particular contact is yet to show an interest so that particular contact can can be a lead and once you now you know you do your marketing to the lead and the lead shows an interest you qualify that and that when you qualify a lead elite can turn to either an account or a contact and after that you can an opportunity can be created based on the interest that the lead which has turned which by by now would have turned to an account or contact shows so from an opportunity you can create you can create codes and from there you can get you can create orders and then the invoices which we more like you know uh which is more like the final part of the sales pro process to create a lead we're going to go to um elite and here we have in the uh open leads so to create a new lead all we have to do is just to click on the new button here we are in the lead form so in the lead form we have to notice there is a particular uh you know chevron that is here which is actually called business process uh flow so this is uh something that you know it it's more like a checklist actually guys through you know a particular user using this like you're creating a lead it helps to guide the user through what is meant to be done so it is not really important in the center you may actually ignore the the the business process flow and then just control on the data entry that you're going to do on this particularly before we lead as you can see the important field here is actually the topic and the name so let's assume that we have uh you know we have a particular product a service obviously uh that won't actually sell or to render so let's say we're gonna be something like crm training and we happen to have a particular contact that that we know that we can actually sell this particular service too so let's look at the person is actually called john john smith so at this point we've entered the various minimum entry for this particular record so at this point we can actually go ahead and save the record and we have a lead called john smith created now at this point we can go ahead to either delete and qualify qualify means we want to actually you know it's more like a particular it's more like you know saying that this particular leader actually shows an interest i want to qualify this late to ever be a contact or an account and by so doing an opportunity will be created we can as well disqualify on that disqualifier it's going to be more like you know we're losing this particular percent potential customer and or cannot contact you know this is all no longer interested and the other things we can do we can have some marketing links which we're not going to talk about that is business about you know the marketing work area you can assign this but gladly to someone else you can share the this particular record we can email a link which is more like a link to this record and you can follow the other things you can do on this personality call you can run a workflow you have a workflow you can start a dialogue or you can switch a process which is this process we're talking about the sharing thing without here we're going to talk about the sharing in a bit we can also edit the process and you can you know do a what template like you want to export this particular record into it into a template you can run report or you know you can edit the form itself if you have the privilege i'm talking about the business process flow now that the active one you will see that you have this active so what that means is at this point like i said earlier this business process is just like a checklist now what happens is currently we are in the in other point of whether we want to qualify this particular elite that means if they let up that assume this particularly it actually shows an interest maybe we've actually called the person and uh or possible let's say even this particularly was created from a phone call you know there's another thing rather than creating a lead directly you can actually have a phone call being created meaning that you might actually make a a phone call to john smith and after making a and after that full core report is great you can convert that particular phone call record to a lead so let's assume this particular person actually shows an intro at this point we can go ahead and qualify now looking at the business process flow at this point these are the fields that you know at the point of uh you know of the qualify stage these are the fields of that i'm like you know a checklist that you need so actually or that the user actually needs to attend to now all these are information that you can do at this point class at this point you can actually feel at this particular stage to move from one particular stage to another you can go ahead and click this the next stage by clicking the next stage it's you say that it's actually asking for the opportunity for an opportunity now no an opportunity is yet to be created here like i said earlier an opportunity will be created when you qualify elite so at this point even if you want to go to the next stage you do not have an opportunity so that you can see no records found so what that means is you have this past class that you have to qualify this particularly to say well this particularly actually has an interest in your in your service that we're about to sell so let's go ahead and qualify this lead to say well this personality actually has an interest and this process actually create an opportunity and if you look again on the post or on the wall of this particular opportunity it's it tells you what has actually happened now elite was qualified you know i mean i'm sarah you can see so and also it was converted to a contact by john smith so which means uh the lead that we that we that we created was actually closed and then we have the content being created and also an opportunity which we are actually on right now has been created so now for opportunity we hire in the stage which means what we don't require for for i mean with the qualification and now we are not at the point of like developing this particular opportunity now like i said earlier this is a checklist so at this point you know the checklist is more like do we need do we have information about the customer need do we have the proper solution and do we have an ad file have we i mean after we identify this the stakeholders and if we identify the competitors these are just if there are no monetary fields or questions that you need to feel but it's more like a guideline like i said this is more like a generic uh sales process you can edit the process to you know to actually enforce a user to actually provide an answer to a particular not to any of this question you can even add more questions to all to this business process flow before you can move to another process so this you can do to actually you can tell this to fit for me too for a particular business so to move to another to another stage you can click next and to go back you can click on the back arrow but we're good but i think we're done with this for that business process flow we're not going to you know actually distort ourselves with this anymore these molecularly explain what this is are used for now let's go it's uh into the the summaries and the form itself there are things you can enter you can actually provide description uh the year the the if like contact has been created automatically in any way so you can provide the current situation the current need the proposed solution and you can provide the competitors information and also the sales team so one like the team that's going to be involved with the sale of this particular uh deal if i can use that word and then you have the product line that we know that you need to actually include now let's quickly add now you have to select the product list so we're going to create a product line item so let's go for it this particular product uh list item so um we're gonna create an exist no we're gonna do a right product so our writing product so let's just say we have some like uh sierra training material so let's assume that 3d material is actually twenty dollars and then the quant quantity is just going to be one we're gonna leave it this way and you realize that we have 20 has been being completed now for the revenue you put user pro user provider what that means is the revenue you're going to have in this material revenue here is what that means is at the point where you're actually developing or working on this particular opportunity the user will be expected to enter the value here but if i change links to system calculated automatically this is being generated or computed based on the line items based on my product line items so because i have just one product item here which is just the trading material which is for 20 dollars you have it uh being computed and you have it there so let's add one more head so let's put something like a writing product now to quickly explain the difference between this and this existing product is when we have an a product that has already been created before now why a writing product is a product i can just create on the fly so let's say this is going to be the training cost itself so let's assume this is going to be for 120 dollars now you can see that this has now been computed by having this tool and go ahead and you know go ahead and create a quote but for this particular session of this video we're not going to work it we're not going to work on the court we're going to leave that for the next video so you