Scheduling Forecasted Sales
A forecasted sale is an estimate to record the anticipated close date of a pending sale with one of your contacts. Forecasted sales are different from other activities because they include a product or service, an anticipated sale amount, and the probability of the sale closing.
To Schedule a Forecasted Sale
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1.
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With the contact to scheduling for active on the screen, select Schedule > Sale. |
The Schedule a Forecasted Sale dialog box opens.
The Contact field is populated with the Contact VIN#.
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To select another contact, click on the Contact drop-down arrow and select the contact or click the right-facing arrow to launch the Contact Search Center and search for a new contact. |
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In the drop-down list, select the / to associate the sale with or click New to create a new opportunity or project. |
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At the Product field, select the product in the list. |
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At the Code field, select the code in the F2 Lookup list. |
Activity codes can be used later to analyze specific sales activities. For example, if you code all your forecasted sales that were referrals with an activity Code of REF, you can determine how many referred sales you made during a specific period of time.
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At the User field, select the user who will schedule the forecasted sale. The forecasted sale appears on the user's calendar. |
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At the Units field, type the expected number of product to purchase. |
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At the Price field, type the price of each unit. |
The unit amount value and price per unit value are calculated in the Amount field.
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At the Probability field, select a percentage value in the F2 Lookup list. |
For example, if the customer is evaluating the product, select 50%. If the customer is purchasing, select 90%.
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10.
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At the Sale Date field, select the expected sale date in the F2 Lookup graphical calendar. |
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In the Notes field, type any notes about the sale. |
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Click on the Link checkbox to link this forecasted sale to the current contact. |
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Click on the RSVP checkbox to be notified when the assigned user completes the sale. |
NOTE: GoldMine posts RSVP messages on the when the sale completes by the assigned user. The RSVP record provides information about the outcome of the sale.
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Click on the Alarm field if you want GoldMine to warn you when the activity is due. |
○ To set a time for the alarm, click the upper down-arrow box and select the time.
○ To set the date for this alarm, click the lower down-arrow box and select the date.
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15.
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Click OK to save and close the dialog box, or select the Recurring tab to schedule recurring activities |
Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale./Project