About the Sales Representative Shortcuts

The Sales Representative profile includes a set of shortcuts that provide instant access to information in Aptify that is of interest to members of an organization's sales department. The available shortcuts are:

• Find Persons: A prompt view to locate a Persons record based on a person's last name and/or associated company.
• Find Company By Name: A prompt view to locate a Companies record by company name.
• Find Opportunities By Company: A prompt view to locate an Opportunity based on the company associated with that opportunity. This view includes hierarchies that display linked Opportunities (next proposals if a part of a series) and Referrals related to a particular company.
• Find Person By Company: A prompt view to locate a Persons record based on a person's company.
• Current Sales Targets: A list view of the current Sales Targets for all sales associates.