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 […]
Pipeline Stages
In this lesson 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 lesson 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 […]
