Monitoring and tracking sales activities
Monitor and track sales activities for a customer account after you have created a sales process record.
The Details, Activity, and Tasks tabs provide the following information when you select a node on the Lead-to-Cash Process Management sales process node map:
- Sales entity details for an account
- Access key information about a sales process record such as the record number, state, the agent assigned to the record, account, and priority, and additional details for related sales entities such as the product offering, quote date, pricing information, and so on to expedite decision making and issue resolution.
- Activities
- View a running history of updates such as field changes or the availability of new file attachments, enabling you to stay informed about the sales process record without having to switch contexts. Activities can only be viewed for
a sales process record. Filter, search, and sort activities using the Filter
, Search
and Sort icons respectively.
- Task assignment and status
- View a consolidated list of tasks that provides information about hard-linked entity records that are monitored using the sales process record, including business process tasks. The information includes the task's status,
description and the agent assigned to it. You can also search and filter tasks using the task ID, short description, or state through the search box and Filter icon
Related lists configured in the Sales cockpit view in Next Experience UI govern the tabs that are displayed for a sales entity on the sales dashboard. For example, you can display tabs such as Line Items for an Opportunity and Line Characteristics for Opportunity Line containing the respective record details.
By accessing the sales data and using integrated communication channels such as sidebar discussions and emails, you can promote record completeness and accuracy, and support downstream processes such as order fulfillment, revenue recognition, and reporting.