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 Associated Admin Guides: Sales General Settings Sales Views Workflows Associated Guides: […]
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 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 enable the accounts and […]