As part of the Callsheet Objectives module built into Webrino, the software defines call objectives that are used in the life of the sales activity
Callsheet objectives are a defined process flow of the various stages of the sales process. The Callsheet Objectives built into Webrino has a predefined list of Call Objectives that are used during a sales activity.
To view Callsheet Objectives
- On Dashboard, mouseover Sales
- Navigate to Callsheet Objective Type
- Click Callsheet Objective Type
- Callsheet Objective Type index will open
- List of Callsheet Objectives will show
To edit Callsheet Objective Types
- On Dashboard, mouseover Sales
- Navigate to Callsheet Objective Type
- Click Callsheet Objective Type
- Callsheet Objective Type index will open
- List of Callsheet Objectives will show
- Select the Callsheet Objective that you want to edit
- Under the Actions table, select edit
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- Edit Callsheet Event Type window will open
- Change details as required (Name & Description)
- Select Submit
To view Callsheet Objective Type Progress
- On Dashboard, select Sales
- Sales Index page will open
- List of opportunities will show
- Select the opportunity you want to see
- Select Opportunity History for that opportunity
- Opportunity History will open
- This history will be a mix of Opportunity Event Type and Callsheet Objective Type