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Sales operations refers to the combination of activities and processes that support and enable the sales team to improve their sales performance, thereby growing the business faster. Hence, Sales operations becomes an indispensable component to the success of any organization.

The sales module in this chapter explains the series of processes involved and details how each operation is manipulated.

 

This chapter describes the below topics:

•Process Flow diagram

•Creating an Enquiry

oConverting the enquiry to Lead

•Sales Operations Entry screen

•Sales Operations Workbench

oOwnership Transfer

oSales Conversation

oBusiness Volumes

oQuotations

oAudit Log

oBusiness Support