MySalesPortal V9.4.20 Rev: 29-Mar-2009.

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Presentation transcript:

MySalesPortal V9.4.20 Rev: 29-Mar-2009

MySalesPortal - Changes New tabs (Accounts, Contacts) Provides ACT like functionality Message box to the Salesforce Drill-down into MySalesPortal details Sales, leads, proposals, etc Condensed chart area (saves landscape) New front-ends for Lead Mgmt and Proposals Makes it easier to manage, track and search Revised Apps / Research Tab Easier to perform customer history searches and other stuff 12/8/2018 MySalesPortal Overview

MySalesPortal Overview MySalesPortal - Old 12/8/2018 MySalesPortal Overview

MySalesPortal Overview MySalesPortal - New 12/8/2018 MySalesPortal Overview

MySalesPortal - Account Tab 12/8/2018 MySalesPortal Overview

Account Tab - Maintenance 12/8/2018 MySalesPortal Overview

MySalesPortal - Contacts Tab 12/8/2018 MySalesPortal Overview

MySalesPortal - Lead Mgmt Tab 12/8/2018 MySalesPortal Overview

MySalesPortal - Proposal Tab 12/8/2018 MySalesPortal Overview

Proposal tab - drill-down to AP 12/8/2018 MySalesPortal Overview

MySalesPortal Overview Apps / Research - tab 12/8/2018 MySalesPortal Overview

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