Application Profile
ABC Sales Opportunity Tracker 3
Customer
Sample Application  
Let's track leads, sell opportunities and manage our pipeline!
ABC Sales Opportunity Tracker is one application built to integrate with Outlook.  If your Outlook email and calendaring are important to you, you can use them.  Email, contacts and meetings are easily updated.  ABC Sales Opportunity tracker has SoftTech Expert's "SendToQuickBase" and "SendToOutlook" built-in.  Now whether you're sending an email or checking your calendar for availability both Outlook and QuickBase are up-to-date.  ABC Sales Opportunity tracker has shart dashboard reporting great reporting and an intuitive way of handling your team's sales activities.

NOTE:  This application has integration with SoftTech's "SendToQuickBase" Outlook Add-In.  This is a Sample application.  For information on "SendToQuickBase" visit their website at http://www.SoftTechExperts.com/sendtoquickbase.html.  SoftTech is a Certified QuickBase Business Consultant and not an Intuit company.
Install from library
Free
Accounts
Contacts
Opportunities
Activities
Sales Reps
Sales
Contact Manager, Sales, Sales Manager, CRM, Opportunity, Opportunity Tracker, Track Sales, Goldmine, ACT, Sales Force, Sales Force Automation, Manage Your Sales Team, Dashboard, Companies, Accounts, Contacts, Activities, Email Templates
5921
Reviews
3.6 17
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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