Using Sales Force Automation

The ability to track opportunities and the related referrals they generate is an important requirement for any organization engaged in sales or development activities. Aptify includes the Sales Force Automation application, which provides a set of tools that can help increase an organization's efficiency when communicating with prospects and customers. This topic describes the Sales Force Automation application.

The topic contains the following sub-topics:

• How to Use Sales Force Automation
• Defining Sales Targets
• Managing Opportunities
• Managing Referral Requests
• Understanding Sales Force Automation

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Managing Tasks