Sales Application Overview Training Sales Application Overview START The generic training is based on explanations for basic operating procedures on TaskFlow. Users are encouraged to explore the functions of the system Copying and distribution of this document is strictly prohibited without prior consent from TaskFlow support@taskflow.co.za

INDEX Sales Application Overview Click on a Step to View HOME 1 Open Sales 7 Graph View 2 Open Sales Pipeline 8 Calendar View 3 Clear Filters 9 Pivot View 4 View All Opportunities 10 Kanban > Filters > My Opportunities 5 List View 11 Explore Features 6 Form View Sales Application Overview

Open Sales INDEX BACK NEXT

INDEX BACK NEXT Open a Pipeline When “Sales” is opened, you are welcomed by your personal Dashboard. You will see an overview of your personal performance, as well as the Sales Teams . From here you are able to expose and manage various perspectives. INDEX BACK NEXT

INDEX BACK NEXT Clear the Filters An activity referred to as an “Opportunity” This is the Kanban view, otherwise known as the Sales Pipeline. Create your own personalised sales process or sales opportunities with an aerial overview From here you will be able to manage and monitor each opportunity’s progress INDEX BACK NEXT

INDEX BACK NEXT Open the List View Now the “Search Bar” is cleared and an overview of all activities are shown. INDEX BACK NEXT

INDEX BACK NEXT Open the Form View List View: This is an extended detailed view of the Sales Pipeline in a list format. INDEX BACK NEXT

INDEX BACK NEXT Open the Graph View Form View: Allows to look at specific information about an activity in the Sales Process. INDEX BACK NEXT

The “Graph View” presents a visual layout of statistics about your Sales Process. Your data on TaskFlow has a variety of purposes that can be filtered to suit any number of the various requirements Open the Calendar INDEX BACK NEXT

INDEX BACK NEXT Open the Pivot Tick the user’s calendar which you would like to see or add a Favourite Calendar The “Calendar View” allows you to see your or others’ activities on a time based perspective. You can view details on an activity and edit it. (Changing information on activities will be restricted according to user permissions) INDEX BACK NEXT

INDEX BACK NEXT Click on “Kanban” (Pipeline View) The “Report” tool is a powerful instrument to filter any Sales data on your Sales Pipeline. You are able to “Save” this report to a “.xls” spreadsheet on your computer. INDEX BACK NEXT

INDEX BACK NEXT Be sure to use the Filters to view your opportunities TaskFlow encourages users to test and experiment with the features . INDEX BACK NEXT

Only your own opportunities are shown now in the Kanban TaskFlow encourages users to test and explore the features . INDEX BACK NEXT