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: – 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 […]
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 […]
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 – Changing Prospect Tab Layouts (v2.234.1+) Enabling Accounts and Prospects There is the option to store potential customers under the Prospects section of the customers area. To begin […]