Project Sales Process
In this lesson 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 lesson 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 Associated Guides […]
Dynamic Field Visibility and editing fields on Leads/ Opportunities
In this lesson we will cover: – Field Input Types – Dynamic Field Visibility Field Input Types When using the Lead/Opportunity actions that are default out of the box in the HaloPSA trials, you will notice the fields are single select dropdowns, which can be found within Configuration > Custom Objects > Custom Fields: Fig […]
Introduction
Opportunities in HaloPSA 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 HaloPSA client base. A lot of the configuration options around the CRM module are similar to […]
Tracking Sales Metrics
In this lesson we will cover: – Creating a Dashboard – Creating Widgets – Dashboard Configuration – Global Settings – Side Menu Dashboards – How to Set Dashboard Defaults Associated Admin Guides: Dashboards Reporting General Settings Agents Associated Guides: Reports and Scheduling Halo In-App Dashboard Creating a Dashboard In this example, we're going to create […]
Tracking Opportunities
In this lesson we will cover: – Configuring the Column Profile – Overriding Conversion Probability On a Workflow Step Associated Admin Guides: Workflows Views Associated Guides: Workflows The Opportunity Workflow Configuring the Column Profile Once your Opportunity has been raised, you're going to want to track its progress via a couple of core fields that […]
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 lesson 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 Associated Admin Guides: Actions Workflows Ticket General Settings Associated Guides: […]
Creating Opportunities
In this lesson we will cover: – View Pane – Areas – Opportunity List – Raising Opportunities – Field List – Copying Custom Fields from the Ticket to the New Customer Record Associated Admin Guides: Ticket Areas Sales Views Associated Guides: Ticket/ Client Areas Lists Views In this lesson we're going to look at raising a new […]
How to configure Statement of Work (SoW) Templates
In this lesson 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 […]
