The following topics provide information about assigning sales territories, defining a sales process, establishing targets, and monitoring the progress of your company's sales.

Manage sales force business process component forms

The following table lists the forms that support the manage sales force 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
Define sales processes	Document type	Use this form to view or create document types.
	Documents	Use this form to attach documents to an entity record in CRM.
	Encyclopedia	Use this form to collect links, file paths, and files from various stored locations.
	Encyclopedia items	Use this form to create encyclopedia item folders.
	Management statistics	Use this form to view sales management statistics in a graph form.
	Queries	Use this form to create and store queries.

Establish sales targets	Leads	Use this form to qualify a lead record into an opportunity or customer record.
	Opportunities	Use this form to view, create, or edit an opportunity record.
	Sales target	Use this form to create sales targets.

Monitor sales progress	Opportunities	Use this form to view the progress of an opportunity record.
	Sales quotation	Use this form to view the status of an opportunity's sales quotation.

English-to-Russian translation