You've just been assigned to customize the SharePoint site for your company's sales team. The team has struggled with having a central location that stores all information related to its various opportunities, contacts, meetings, and tasks. It has had a SharePoint site for a few months; however, the team has expressed some concerns that information is too difficult to find. The following exercises focus on ways in which you need to develop the site to become a more useful tool for the sales team.
After conducting a planning workshop with some members of the sales team, you determine that while the sales manager wants to see all information stored in a single location, the actual sales team members struggle with seeing too much information. As a result, it takes sales team members longer than necessary to look up contact phone numbers. The sales team prefers to only see contacts from their own region. What can you do to make both groups happy?
Whenever a sales person views the central list of contacts, he wants to see specific contacts which he himself has added. How would you accomplish that?
The sales manager wants to see a list of all opportunities that are in the pipeline for his staff. Because he has some concerns about the length of time certain sales staff members are taking to close their leads, he wants to visually identify leads that have the longest duration from the initial point of contact to the expected date of sale. What can you suggest to help address ...