1.Account Creation
Step 1 - Enter your User ID and Password and log into instance
Step 2 -
Click on home icon.
Step 3 - Click on Redwood Sales icon.
Step 4 - Click on accounts to open accounts.
Step 5 - Click on Create Account to
create a new account
Step 6 - Fill the details in the mandatory
fields
Mandatory Fields -
1.
Name
2.
Email
3.
Primary Industry
4. Phone
Step 7 – Click on create to save and create
Account
Once the account is created we will
directly land into the account page where we will see others section like
Contact, Address, Lead, Opportunities
2.Account – Contact Creation
Step 1
- Search Add Contact and select it to add a new contact
associated with the account
Step 2 – We can click on dropdown and select any
of existing contacts and add it if already
present in the system. Otherwise click on three dot and click on create
contact to create a new one.
Step 3 – Fill the details in mandatory
fields
Mandatory Fields –
1.
First Name
2.
Last Name
3.
Mobile Phone/ Work Phone
Step 4 – we can set the contact as a primary contact by selecting Primary Contact toggle.
Step 5 – Click on Create to create the new contact
The contact is added in the contacts
section of account page.
3.Account - Adding Address
Step 1 - Search for Add
Address and select it.
Step 2 - Click on dropdown box containing
the types of address to be selected (sell to, ship to, bill to).
Step 3 - Fill the fields
1.
Country
2.
Address
3.
City
4.
State
5.
Postal Code
Step 4 - we can set
this as a primary address and then click on add to add this address
The address is added in the address section
of account page.
4.Account - Adding Team Member
We can also add team members
Step 1 - Search for Add
Team Member and select it.
Step 2 - Click
the dropdown box of existing team members and select any one to add in
Team Member.
Step 3 - Select the access level (Edit, Full or View only) of the team member
to be added.
Step 4 - Click on
add to add this Team Member.
The Team member is added to the
team section of the account page.
5.We can also add some other things
like
1.
Add Industry
2.
Add Phone Number
3.
Add Email
4. Add Relationship
6.Account Details Update
Step 1 - We can edit account details by
click on Details to open the edit page.
Step 2 - Enter the new details or
edit the old ones and then click on Save to the save the new
details of the account.
7.Lead Creation
Step 1 - Search and Select Create Lead to add a lead
to the account
Step 2 - Fill the details in mandatory fields
1.
Lead Name
2.
Product Classification
Step 3 - Click Create to create the new lead.
The new Lead is added to the lead section of the account page.
8.RFQ Creation(Opportunity)
Step 1 - Search and Select Create
Opportunity to create a new opportunity.
Step 2 - Fill the
details in mandatory fields
1.
RFQ Name
2.
Currency
Step 3 - Click on Create to add the opportunity.
The created opportunity is added to the opportunity section of the account page.
9. Lead creation (direct method)
Step 1 - Click on Create Sales Lead
to create a new lead.
Step 2 - Fill the
details in mandatory fields
1.
Lead Name
2. Product Classification
Step 3 – We can also add account and
primary contact directly from selecting anyone from the dropdown for which we
are making the Lead OR we can add Account Name and Primary
contact to assign the lead to an account and contact.
Step 4 - Click Create to
create the new lead.
After Creation, the owner field is
automatically assigned based on configuration.
10. Add Product
Step 1 - Search for Add Products and
select it to add a Product
Step 2 - Fill all the details and click on Save
to add the product
Note
- One lead can have only one product at a time
11. Editing Lead Details
Step
1 - To edit the Lead, click on Details
Step 2 -
Update the value or edit the existing values and then
click on Save to save the changes.
12. Lead Conversion
Step 1 - To convert the lead into
opportunity search and select Convert Lead.
Step 2 - Give the opportunity Name or it
will take the Lead name as RFQ Name
Step 3 - We can change account name,
primary contact from the dropdown or can create a new one.
Step 4 -
We can fill product classification and RFQ process condition.
Step 5 - Click Save to save the details
and get the opportunity.
After conversion the opportunity is
assigned based on configuration.
13.Adding Competitor
Step 1 - To add competitor search and select Add Competitor.
Step 2 - Select the competitor from the
dropdown
Step 3 - Select the threat level code-
High, Low, Medium from the dropdown box
Step 4 - To select or deselect it as
primary use the toggle.
Step 5 - Click on Add to add
the competitor
