Manage sales force overview
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The following topics provide information about how to assign sales territories, define a sales process, establish targets, and monitor the progress of your organization's sales.
Review and adjust sales targets
Manage sales-force business process component forms
The following table lists the forms that support the Manage sales-force business process component. The table entries are organized first by business process component task and then alphabetically by form name.
Note
Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.
Business process component task |
Form name |
Usage |
|---|---|---|
Define sales processes |
Document handling |
Use this form to view or attach documents to an entity record in Sales and marketing. |
Knowledge article |
Use this form to collect links, file paths, and files from various stored locations. |
|
Knowledge articles |
Use this form to add a knowledge article. |
|
Management statistics |
Use this form to view sales-management statistics in a graph form. |
|
Queries |
Use this form to create and store queries. |
|
|
|
|
Establish sales targets |
Leads |
Use this form to qualify a lead record into an opportunity or customer record. |
Opportunities |
Use this form to view, create, or modify an opportunity record. |
|
Sales target |
Use this form to create sales targets. |
|
|
|
|
Monitor sales progress |
Opportunities |
Use this form to view the progress of an opportunity record. |
Sales quotation |
Use this form to view the status of an opportunity's sales quotation. |