1. T R A I N I N G support@taskflow.co.za The Sales Application Overview
Section: A
The Sales Application Overview
The generic training is based on explanations for basic operating procedures on TaskFlow. Users are encouraged to explore the functions of the system…
NAVIGATION ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

2. Guide to view detailed explanations:
Section: A
The Sales Application Overview
SLIDES
INSTRUCTION 3
Click on “Main Menu” 4
Click on Sales 5
Click on “Your Pipeline” 6
Click on the “Won” Column 7
Click on “ADD NEW COLUMN” 8
When you open the new column you will have the ability to name your new column
Clear the “Search Bar” 9
Click on “List” 10
Click on Form 11
Click on Graph 12
Click on “Calendar” 13
Click on “Pivot” 14
Click on “Kanban” 15
You are back to your original Pipeline view named the “Kanban”
The Sales Application Overview
Guide to view detailed explanations:
Choose the interested instruction, then select the corresponding slide number below ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

3. 1 Instruction Click on “Main Menu” Slide Details:
This is your “Partners” view for customers/leads and work colleagues. The term “Partners” is synonymous to contacts. From this list, TaskFlow provides the ability to filter these contacts according to the purpose they were introduced us, on the system. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

4. 1 Instruction Click on Sales Slide Details:
This is the Main Menu with a variety of applications that are provided by TaskFlow. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

5. 1 Instruction Click on “Your Pipeline” Slide Details:
When “Sales” is opened, you are welcomed by your personal Dashboard. You will see an overview of your personal performance, as well as the Sales Teams .
From here you are able to expose and manage various perspectives. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

6. 1 Instruction An activity referred to as an “Opportunity”
Click on the “Won” Column to expand
Slide Details:
This is the Kanban view, otherwise known as the Sales Pipeline.
Create your own personalised sales process or sales opportunities with an aerial overview
From here you will be able to manage and monitor each opportunity’s progress ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

7. 1 Instruction Click on “ADD NEW COLUMN” Slide Details:
The Sales Pipeline can extend to any amount of columns to suit any sales process. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

8. 2 1
Instruction
When you open the new column you will have the ability to name your new column
Clear the “Search Bar”
Slide Details:
The “Search Bar” can be filtered to show a variety of views for different cases. For example, you can filter to view performance of a specific sales team. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

9. 1 Instruction Click on “List” Slide Details:
Now the “Search Bar” is cleared and an overview of all activities are shown. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

10. 1 Instruction Click on Form Slide Details:
List View: This is an extended detailed view of the Sales Pipeline in a list format. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

11. 1 Instruction Click on Graph Slide Details:
Form View: Allows to look at specific information about an activity in the Sales Process. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

12. 1 Instruction Click on “Calendar” Slide Details:
The “Graph View” presents a visual layout of statistics about your Sales Process. Your data on TaskFlow has a variety of purposes that can be filtered to suit any number of the various requirements ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

13. 1 Instruction Tick the user’s calendar which you would like to see
Click on “Pivot”
Slide Details:
The “Calendar View” allows you to see your or others’ activities on a time based perspective. You can view details on an activity and edit it. (Changing information on activities will be restricted according to user permissions) ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

14. 1 Instruction Click on “Kanban” (The Pipeline View) Slide Details:
The “Report” tool is a powerful instrument to filter any Sales data on your Sales Pipeline. You are able to “Save” this report to a “.xls” spreadsheet on your computer. ► A 3 4 5 6 7 8 9 10 11 12 13 14 15

15. 1 Instruction You are back to the Kanban view Slide Details:
TaskFlow encourages users to test and experiment with the features . ► A 3 4 5 6 7 8 9 10 11 12 13 14 15