Introducing the Pipeline Tracking Tool for Banking

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welcome to tricky tutorial on Turkey's sales pipeline tracker in this tutorial we will give you an overview and create and manage an entry into the sales pipeline tracker let's start with the overview this is the sales pipeline tracker built on the twiki platform it starts when a prospect enters the pipeline and goes up to purchase order and then captures the fulfillment from contract until collected you can click on any of these links to look at the accounts in that particular state let's have a look at the accounts that have been coated now let's look at one of the entries in detail each entry in the sales pipeline is associated to an account and a contact and hence creating a sales opportunity is a three-step process starting with creating a new account creating a new contact and eventually creating a new sales opportunity let's start with creating a new account click on the new account link on the Left menu once the form is displayed enter the data make sure the topic name is a wiki word a wiki word is any word starting with the uppercase letter followed by lowercase letter and followed again by uppercase letter once done click on create new account button once the account information is displayed you can add new contacts to the account to do this click on add new next to the contacts add information about the contact make sure you are adding the contact to the right account once done click on create new contact button now that you have the account and the contact you can create an entry into the sales pipeline tracker to do this click on new SBT link you can select the stage select the account the contact the account manager the opportunity has been assigned to and put in the details about the opportunity once done click on the create new sales opportunity button and the entry will be added to your sales pipeline tracker in this opportunity that we just created you can see that the structured information is captured here but since this is also a wiki page you can add documents pertaining to the codes or the contract that you have with the customer to move the opportunity to next stage just click on the drop-down select the stage add a comment and the entry will be updated as you can see the entry is now in the coated stage going back to the sales pipeline tracker and clicking on the code again you can get all entries in the code stage let's look at the entry that we just created click on the age create link so that the entries are sorted ing to their age and our entry should appear on the top please note that the sales pipeline tracker used in this example is just a demonstration and can be changed ing to your organization's needs the process and the data entries are all easily changeable in tricky thank you for watching this tutorial we have more tutorials such as creating a new tricky application lined up for you please visit us at Twiggy Twiggy tutorials dot HTML for more information thanks and