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Technical Support - Technical Documents & Manuals
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SalesReady Manuals for Account Executives - Using AE mode
Account Executives use SalesReady to track the status of their work. In just a few minutes per day, reps can enter the amount of the sale, date of expected close, and liklihood that the sale will close for each business he/she is in contact with. The central database storage allows management to track the most important sales and help the sales team to close them. Accounts can easily be re-assigned when new salespersons join the team. The new Customer Profile section of SalesReady allows Account Executives to store details about their clients - everything from hobbies to business needs and goals.
Account Executives Management Manual
AE_Management_Features_Handbook-LATEST.doc
AE_Management_Features_Handbook-LATEST.pdf
Account Executives User Guide
AE_User_Features_Handbook-LATEST.doc
AE_User_Features_Handbook-LATEST.pdf
To view the files, use 1 of 2 methods:
1. Click on the link and wait for Internet Explorer to open the Word doc, or PDF file.
2. Right-click on the link and choose, "Save Target As." Choose a destination location on your computer and open the file from there after it is downloaded.
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