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Getting Started

Contact Manager Account Template

The Contact Manger Account Template was designed for salespeople who do the majority of their business with consumers.

This template consists of two modules, "Contacts" and "Opportunities". This gives you the ability to store all of your records in one place, the "Contacts" module. You can then create one or many "opportunites" to each individual "contact" that exists. This capability comes from the relationship that has been created between the two modules. You will also be able to group your records in the way that is most relevant to your needs by using different "Views".

You will also have access to the system modules, "Calendar", "Email", "Reports", "Campaigns, "Activities", and "Funnels", that are included with every account.   

Contact Manager Account Specific Modules

CONTACTS		The Contacts landing page summarizes your contact records. You can add new contact records and edit current ones.
OPPORTUNITIES		The opportunities landing page summarizes your opportunity records. You can add new opportunity records and edit current ones.
CALENDAR		The Calendar allows you to create appointments and tasks. You also have the ability to link these events with the records in your modules. For example, creating an appointment for a follow up call with one of your prospects. It also allows you to view your appoints for the day, week, and month.
EMAIL		Each esalestrack user is given their own unique email account. You also have the ability to send mail from your existing email address.
CAMPAIGNS		The Campaigns landing page allows you to set up campaigns that will automatically send emails based on a timeline.
REPORTS		The Reports landing page allows you to create reports for anything that you have in your modules that contains information. For example, you could create commission reports for a sales rep each month.
ACTIVITIES		The Activities module is a view only module that contains views that have information about the activity going on in your account.
MY FUNNEL		The Funnel is a stacked view module and includes three views from the opportunity module. The Close Date and Stage field in the opportunity module. This module shows opportunities that you have closed, forecast to close, and working to close.
TEAM FUNNEL		The Team Funnel is a stacked view module and includes three views from the opportunity module. The Close Date and Stage field in the opportunity module. This module shows opportunites that your team has closed, forecast to close, and working to close.

**Think some one-on-one training may help you better with this? Or would you just like eSalesTrack to do this for you? Contact eSalesTrack Training at training@esalestrack.com for pricing.**

See also