Customers and sales

Companies you sell to, the people there, the deals in hand and each call or meeting.

Download 6 KB4 tables, 1 queries, 1 reports, empty and ready for your own records.

The everyday tasks of Customers and sales, a step at a time. Each step names the table, form, query, report or print template to open. Every table has a form of the same name under Forms.

1. Add a company and the person you deal with

Open the Companies form, press New Record, type the Name, Industry, Website, Phone, City and Country, and press Add Record.
Open the People form and press New Record. Choose the company in Company, type First Name, Last Name, Job Title, E-mail and Phone, and press Add Record.
Open the Companies form again at the company: the person you added is listed below its fields.

2. Record a new opportunity

Open the Opportunities form and press New Record.
Choose the company in Company and type a short Title. Stage starts as Lead.
Type what it is worth in Value, the day you expect an answer in Expected Close and your name in Owner, then press Add Record.

3. Log a call or meeting

Open the Activities form and press New Record.
Choose who you spoke to in Person and type the day and time in When.
Change Kind if it was not a call, type what was said and agreed in Notes, and press Add Record.

4. Move a deal on and close it

Open the Opportunities form and move to the deal with the Next record arrow.
Change Stage as it progresses, such as from Lead to Proposal, and change Expected Close or Value if they have moved.
When you hear, type Won or Lost in Stage exactly so. It then drops out of Open opportunities.

5. Review the week's pipeline

Run the query Open opportunities from the Queries list. The deals due to close soonest are at the top.
Open the report Pipeline by company for each company's deals with their total value.
Press Print or Save as PDF to take it to a sales meeting.

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