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 (v2.212.1+) Admin Guides: Sales General Settings Sales […]
Managing Prospective Clients in Halo
In this guide we will cover: – Enabling Accounts and Prospects – Prospect on a New Ticket – Converting a Prospect/Account to a Customer/User – Bulk Updating Prospects Enabling Accounts and Prospects There is the option to store potential customers under the Prospects section of the customers area. To begin using this functionality you can […]