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Dimension CRM FAQs
How do I set up new Sales Targets?
How do I make sure a Team member does not see the leads being handled by a specific Team member?
Do you provide any default proposal templates?
How can Dimesion CRM capture leads from my website?
How does Dimension CRM know which source a particular lead is coming from?
Where can I go to produce sales stats for my sales reps?
Where can I go to view sales targets for my team?
How can I see the entire activity surrounding an opportunity?
Where can I see the sale I just made?
I just converted an opportunity into a sale. How do I record this inside Dimension CRM?
Can I upload a document from my computer instead of creating a proposal inside Dimension CRM?
Can I cut and paste from a word document to a product or proposal template?
Can I add more qualifiers to my opportunities screen?
If I delete an opportunity, does that automatically delete the proposal linked to it?
Can I create a proposal without creating an opportunity?
What is the difference between an opportunity and proposal?