Vibrance Manual
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1 .  
Adding a new lead
Adding a new lead ... There is the number of sources to get a lead i.e. website, phone inquiry, cold call, self-created, r ... On browser ... For that required following steps to flow. Lead with account  Login into CRM then click on app ...
2 .  
Adding a new contact
In CRM  The user has a feature to add a contact for the communication, reminder, and interactio ... Add Contact ... In the contact module, the user can add a new contact.also, the user can associate the account with ... ...
3 .  
Adding a new account
Add account ... Add a new account feature is also available in account module.user can add an account from the Accou ... On browser ... The user can add a new account from the web browser. the account is one of the measuring module ...
4 .  
Log an interaction
Log an interaction ... Log an interaction - user can log an interaction in an account, contact, lead, an order etc.interact ... On browser ... Record call ...
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Schedule a followup
Schedule a followup from interaction menu ... On browser ... Schedule a follow-up - schedule a follow-up within an interaction. Users can log an interaction for ... Planned interaction Record interaction Interaction records ...
6 .  
Qualify a lead
Qualifying a lead ... On browser ... Qualify a lead:- In CRM user can add a lead and each lead have an account. when a user creates a lea ... Lead initial stage Lead secondary stage ...
7 .  
Adding a new opportunity
Adding a new opportunity ... On browser ... Adding a new opportunity:- user can add a new opportunity direct and associate that opportunity to a ... Add opportunity Select account Enter values Added opportunity ...
8 .  
Different stages of an opportunity
Different stages of an opportunity ... Different stages of an opportunity- an opportunity have many stages in CRM.as user can changes those ... Initial stage Updated stages Negotiating stage message Generated proposal ... Required attribute value Change stage button Updated stages ...
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Working on opportunity pricing
Working on opportunity pricing ... On browser ... Working on opportunity pricing- In an opportunity User can add the prices, edit the prices, change t ... ...
10 .  
Maintaining the product catalogue
Maintaining the product catalogue ... On browser ... Maintaining the product catalogue:- the user can maintain the product catalogue in CRM.the user can ... Search product module Add a product ...
11 .  
Product lines
Import product in product lines ... Import product in CRM- in CRM user can import the product from excel sheet direct in that user can m ... ... On browser ...
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Marking an opportunity as won
Marking an opportunity as won ... On browser ... Marking an opportunity as won - User can mark an opportunity won if it is won that opportunity ... Prospecting stage Confirm to change the stage Validating stage ...
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Drop an opportunity
Drop an opportunity ... Drop an opportunity- User can also drop an opportunity if any case user lost the opportunity.user ca ... Opportunity initial level stages Opportunity stages change Drop table ... Change stages Drop opportunity stages ...
14 .  
Provide updates on an opportunity
Provide updates on an opportunity ... On browser ... Provide updates on an opportunity- User has right to update his opportunity as per work states there ... Update proposal Status update Add address ...