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

Assign territories

Define sales processes

Establish sales targets

Monitor sales progress

Review and adjust sales targets

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 Note

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

Business process component task

Form name


Define sales processes

Document type

Use this form to view or create document types.


Use this form to attach documents to an entity record in CRM.


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.


Use this form to create and store queries.

Establish sales targets


Use this form to qualify a lead record into an opportunity or customer record.


Use this form to view, create, or edit an opportunity record.

Sales target

Use this form to create sales targets.

Monitor sales progress


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.