Generate sales overview

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about how to find new customers by assigning and qualifying leads, contacting prospects, up-selling to existing customers, and reporting and tracking your sales opportunities.

Qualify leads

Assign lead records

Contact new prospects

Up sell to existing customers

Report and track sales opportunities

Generate sales business process component forms

The following table lists the forms that support the Generate sales 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 can be opened only when required information or parameter settings have been configured.

Business process component task

Form name

Usage

Qualify leads

All leads

Use this form to find leads to qualify.

Alternative quotations

Use this form to create alternative quotations for potential customers.

Confirm quotation

Use this form to confirm a quotation.

Lead qualifying process

Use this form to qualify or disqualify a lead.

Mass create quotations

Use this form to create multiple quotations at the same time.

Print management setup

Use this form to specify the footer text that is to be included on a quotation.

Quotation template groups

Use this form to create quotation template groups.

Sales quotation

Use this form to create or view a sales quotation or to copy an existing quotation.

Send quotation

Use this form to send a quotation for confirmation.

 

 

 

Contact new prospects

All call lists

Use this form to send documents to a contact or an e-mail group.

All campaigns

Use this form to send documents to a contact or an e-mail group.

Prospects

Use this form to send documents to a contact or an e-mail group.

Telemarketing

Use this form to send documents to a contact or an e-mail group.

 

 

 

Up-sell to an existing customer

Run price simulation

Use this form to create a price simulation.

Sales quotation

Use this form to create a quotation-header price simulation or a single line-item price simulation.