Home And VECTA Basics

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Frequently Asked Questions

General Information About VECTA

What Is VECTA and How Can It Help Me And My Company?

How Will VECTA Improve My Sales Performance?

Where Does The Information Stored In VECTA Come From?

What Is A Database?

What Is A VECTA System Administrator?

What Do I Need To Configure When Setting Up VECTA For The First Time?

What Are System Options?

What Are Analysis Fields?

What Are User Defined Fields?

What Are Sales Periods?

What Are Product Groups?

How Can I See General Details About The VECTA Database?

VECTA Features - The Basics

What Will I See When I Log In?

How Can I Reset My Password?

Why Does My Screen Look Different To The Examples Pictured In The Online Help?

What Are The Main VECTA Screens?

What Are User Dashboards And Library Items?

How Can I Get A General Picture Of My Most Important Sales Figures?

How Can I Keep Track of My Tasks And Appointments?

What Are Tasks, Activities And Activity Details?

How Can I View Customer And Prospect Information?

How Can I Print Customer Information?

How Can I Add New Prospect Companies to VECTA?

How Can I View Contact Information?

How Can I See Tasks For A Company Or Contact?

How Can I View Sales Opportunities Assigned To A Company Or Contact?

How Can I See Sales Figures For A Customer, Prospect Or Contact?

How Can I See Sales Figures For A Product?

How Can I See Sales Figures For A Product Group?

How Can I See Sales Figures For A History/Company/Product Analysis Item (e.g. Sales Rep, Region or Manufacturer)?

How Can I See Sales Figures For The Items Included In An Alert?

How Can I See Sales Figures For The Items Included In A Selection?

How Can I View Documents Stored Against A Customer/Prospect?

How Can I Generate/Upload Documents For A Customer/Prospect?

How Can I See Email Correspondence For A Company Or Contact?

What Are Selections?

What Are Enquiries?

What Are Favourites?

What Can I Do With Enquiry Results?

What Are Alerts?

How Do I View Alert Results And Take Appropriate Action?

How Can I See Which Alerts A Company Is Involved In?

What Are Targets?

What Are Balancing Targets?

How Can I See Whether Targets Are Being Met?

What Is Sales Opportunity Management?

What Are Sales Opportunities And Pipelines?

What Is Call Manager?

What Is VECTA Desktop Link?

Read The FAQs

View further FAQs for the following VECTA features:

 

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