The following topics provide information about how to find new customers by assigning and qualifying leads, contacting prospects, up selling to existing customers, and reporting and tracking your sales opportunities.

Generate sales business process component forms

The following table lists the forms that support the Generate sales business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note
Some forms in the following table require information or parameter settings to navigate to them.

Business process component task	Form name	Usage
Qualify leads	Alternative quotations	Use this form to create alternative quotations for potential customers.
	Confirm quotation	Use this form to confirm a quotation.
	Lead qualifying process	Use this form to qualify or disqualify a lead.
	Leads	Use this form to fine leads to qualify.
	Mass create quotations	Use this form to create multiple quotations at the same time.
	Print management setup	Use this form to specify the footer text to be included on a quotation.
	Sales quotation	Use this form to create or view a sales quotation or to copy an existing quotation.
	Send quotation	Use this form to send a quotation for confirmation.
	Template groups	Use this form to create quotation template groups.

Contact new prospects	Business relations	Use this form to send documents to a contact person or an e-mail group.
	Call list	Use this form to send documents to a contact person or an e-mail group.
	Campaigns	Use this form to send documents to a contact person or an e-mail group.
	Telemarketing	Use this form to send documents to a contact person or an e-mail group.

Up sell to an existing customer	Price simulation	Use this form to create a price simulation.
	Sales quotation	Use this form to create a quotation header price simulation or a single line item price simulation.

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