Dismiss
Welcome, Guest Already a member? Login Now

Ready to list your company?

and take advantage of all the great features Partnerpedia has to offer.

Feel free to take a look before joining

EXPLORE PARTNERPEDIA

What is the Sales Pipeline in Partnerpedia?

To access Manage Sales Activities, click on Manage Sales Activities.

What does it mean to generate leads and passing opportunities in Partnerpedia?

Accounts

An account is a collection of the information that makes up a company that you are tracking.

Click here for more information

Leads

A lead is the identity of a person or entity potentially interested in purchasing a product or service, and represents the first stage of a sales process. The lead may have a corporation or business associated with the person(s).

Click here for more information

Notifications

On creation of an opportunity and lead, a notification will be sent to sales managers. Sales reps and admins will get notifications on any leads and opportunities that are assigned to them. A few examples of notifications are:

  1. Whenever a lead/opportunity has been created
  2. Whenever a lead/opportunity has been assigned to a sales rep or admin
  3. Whenever a lead/opportunity has been updated

A quick summary of your notifications is shown in the left navigation bar, and clicking on any of these notifications will take you to a more detailed view on your notifications page. Each notification will be sent to your registered email address as well, so you will know in real time when people interact with you within the Partnerpedia Sales Pipeline.

Opportunities

Opportunities are potential sales that are associated to a Lead and Organization - either an existing customer or prospect. Opportunities provide visibility into account balances, sales quotes, and sales orders.

Click here for more information

Reports

The Leads by Status report allows you to view the status of all leads based on status and time frame. Each status is broken down into 5 types: New, Contacted, Warm, Qualified, and Purge.

The Opportunities by Stage report allows users to view reports based on opportunities by stage. Stages include Prospecting, Qualification, Needs Analysis, Proposal / Price Quote, Negotiation/Review, Closed Won, and Closed Lost.

Reports

Roles and Permissions

This table diswplays the functionality of each role: Admin, Sales Manager, Sales Rep and Employee. To see what roles are assigned to your employees, you need to go to Manage People, which can be found by clicking on the Manage link next to My Company and then click on Manage People.
Activity/Role Admins Sales Manager Sales Rep Employee
Create an Opportunity Allowed Allowed Allowed Not Allowed
Create a Lead Allowed Allowed Allowed Allowed
Create an Account Allowed Allowed Allowed Not Allowed
Assign Sales Rep Allowed Allowed Not Allowed Not Allowed
Edit an opportunity Allowed Allowed Allowed Not Allowed
Edit a lead Allowed Allowed Allowed Not Allowed
Edit an account Allowed Allowed Allowed Not Allowed
Notifications When assigned a lead/opportunity Allowed When assigned a lead/opportunity Not Allowed
Reports Allowed Within the sales pipeline Not Allowed Not Allowed
Re-Assign Roles Allowed Not Allowed Not Allowed Not Allowed

Resource Pages

Have a Question?

You'll get an answer if you ask us