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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Menus and Navigation

1. Saleslplan

  1. A summary of Salesplan data. This shows your annual sales Targets vs Actual and the percentage achieved of the target (1).

2. Navigation Menu I

  1. Click here to start a New Opportunity. The total Opportunities in your Pipeline are indicated (1).

  2. View or Add New Clients. The total Clients in Saleslook are indicated (2).

  3. The default view. The Pipeline. The total revenue in your Pipeline is indicated (3).

  4. Team View. If you have additional users assigned you can view them here. The total number of users in your Team View are indicated (4).

  5. The Salesplan. Your annual sales targets are setup here. The total percentage of Actual vs Revenue for the year is indicated (5).

  6. Reports detailing Pipeline/Opportunity activity are viewed from here (6).

GettingStarted-1a_Pipeline.png

3. Navigation Menu II

  1. Click here to Print the Pipeline page (1).

  2. Click here to view How to Guides, Saleslook manual and information (2).

  3. Click here to enter Setup (3).

  4. Click here to view Pipeline column: Completed (4).

GettingStarted-1a_Pipeline.png

4. Pipeline

  1. Click here to Print the Pipeline page (1).

  2. Click here to view How to Guides, Saleslook manual and information (2).

  3. Click here to enter Setup (3).

  4. Click here to view Pipeline column: Completed (4).

GettingStarted-1a_Pipeline.png

5. Sub Menu

  1. Click here to Print the Pipeline page (1).

  2. Click here to view How to Guides, Saleslook manual and information (2).

  3. Click here to enter Setup (3).

  4. Click here to view Pipeline column: Completed (4).

GettingStarted-1a_Pipeline.png
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