This plug-in lets you not only post "sales revenue" entries with filling-in customer and contact names but also overview the total summaries per user, per day, and per month with charts and a section table.
Make your takeover work smooth and share improvements for your sales activities with this plug-in.
This plug-in is also designed to be cooperated with CRM plug-in so that the sales revenue entries should be connected with CRM Customers, Contacts, and Opportunities (master registration data). You can display a list of past sales records on the page of these CRM entries.
Install
Click the link below to download the .zip file of this plug-in.
Log in to your TeamPage server and open Server Settings > Plugins. Select the .zip file and upload it.
After upload, you will see the I18N error, but don't worry. This error means just the language files (locale files) have not loaded yet.
Open Server Settings > General > Manage Server page and click "Restart TeamPage" button so that TeamPage server loads the language files.
If your TeamPage is hosted in Traction's cloud environment, you will be need to restart twice.
Then open Server Settings > Plugins page again to find "Sales Revenue Form" plug-in is available.
Configurations
Show "Sales" Tab
Open Space Settings > Settings > Display page. Move "Sales" to the right in the [Proteus Space Tabs] setting.
Make sure that the "Sales" tab shows up.
Plug-in Configurations
To open the plug-in's configuration view, click "Configure" link in the plug-in in Server Settings > Plugins page.
Post a Sales Revenue entry
Select "New Sales Revenue" in the drop-down menu in the side column.
Fill-in and select fields, then submit.
Unless have the CRM plug-in installed, "Company" and "Contact" fields should be the normal text input boxes.
You will see the sales revenue entry like this.
Summary View
In Sales > Summary tab, you can quickly overview the summary of the specific month with the charts and the section table.
