Triggering Mail Campaigns From Opportunities
This guide will cover: – Automatically Adding Opportunity Contacts to Distribution Lists – Triggering A Mail Campaign From An Opportunity Setting The End Of A Mail Campaign To Update The Relevant Opportunity With the dynamic members list functionality within distribution lists, you are able to have users and prospects added and removed from your distribution […]
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: – Configuring the Column Profile – Overriding Conversion Probability On a Workflow Step Admin Guides: Workflows Views Related 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 can […]
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 […]