Changes made in Panoply - Version 2.157

1. Strategic Discrete Lead Tracker (Sales)

Strategic Lead tracking is a method of developing, planning and monitoring the strategies adopted towards discrete leads to achieve the targeted sales goal. Leads that fall under this category are high value leads belonging to the Discrete Sales category.

Basic details of Strategic Lead Tracker :- 

a) Audience of this functionality - Sales Managers and is based on privilege

b) Where can you find this in Panoply? - In the home screen under the Tracker Widget

Below are few screenshots that explain the functionality of the tracker...

You can find the Strategic Lead Tracker in the Tracker widget in the home screen (ref below screenshot)

Clicking the 'Strategic Discrete Lead Tracker' will show the list of discrete leads which are being tracked. Clicking the '+' button allows the Sales Manager to add the lead which he/she wants to track (ref below screenshot)

Sales Manager need to click 'Weekly Actions' button to capture actions to be taken (against weekly meetings) and assign the actions to account managers.

When Sales Manager assigns an action item to the account manager (AM), that action item will be visible to the AM in his login under 'My Actions' tab in the Trackers widget (ref below screenshot)