Project Sales Process

In this guide we will cover: – How to have new leads automatically log lead/opportunity tickets – How to Embed opportunity tickets into a website – Using Opportunity Templates – Configuring the Sales Flow for Project Sales Processes Configuring Actions for opportunity flow   Quotation approvals (agent approvals)  Keeping updated on quotation activity The Opportunity Workflow […]

How To Onboard New Customers

In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Related Guides: […]

Introduction

    Opportunities allow you to track the progress of any additions to revenue made by your Company. You can have opportunities against existing clients of yours, or prospective clients that are yet to be included in your client base. A lot of the configuration options around the CRM module are similar to Service Desk Configuration: […]

Tracking Sales Metrics

In this guide we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Admin Guides:  Dashboards Reporting General Settings Agents Related Guides: Reports and Scheduling Halo In-App Dashboard  Creating a Dashboard In this example, we're going to create a […]

Tracking Opportunities

In this guide we will cover: – Column Profiles – Opportunity Lists – Opportunity List Groups – Kanban Pipeline Views Related Guides: Column Profiles Ticket Views Pipeline Stages Once Opportunities are logged in the system, tracking their progress and value becomes essential for any effective sales operation. This guide walks through the key features available […]

Opportunity Configuration

Having a good understanding of the configuration options available in Configuration > Tickets will help you when it comes to understanding opportunity configuration. Both "Configuration>Tickets" & "Configuration>Sales" include the below options: Opportunity (Ticket) Types – In their respective configuration area, these options allow you to modify, or create, the types of opportunities (tickets) that you want […]

The Opportunity Workflow

In this guide we will cover: – Modifying the Opportunity Workflow – Adding The Chevron View to the Workflow Progress Visual Shown on Tickets – Workflow Flow Chart – Adding the Quick Action For Emailing a Quote – Working Through The Ticket Using The Edited Workflow Admin Guides:  Actions Workflows Ticket General Settings Related Guides:  Workflows […]

Creating Opportunities

In this guide we will cover: – View Pane – Areas – Opportunity List – Raising Opportunities – Field List – Copying Custom Fields from the Ticket to the New Customer Record Admin Guides: Ticket Areas Sales Views Related Guides: Ticket/Client Areas Lists Views In this guide we're going to look at raising a new opportunity, while […]

How to configure Statement of Work (SoW) Templates

In this guide we will cover: – Creating the Statement of Work Template – Setting the Details of the SoW – Setting the SoW on the Opportunity  Creating the Statement of Work Template To create a statement of work template, you can navigate to Configuration > Custom Objects > Custom Fields > search for the […]

Pipeline Stages

In this guide we will cover: – Enabling the Pipeline Feature – Linking Workflow Steps to Pipeline Stages – Pipeline Stage on an Opportunity Ticket – Pipeline Stage in Lists – Grouping by Pipeline Stage on Column Profiles – Ticket Rules from Pipeline Stages – Restricting Pipeline Stages Admin Guides: Sales General Settings Sales Views […]