Prospects & Sales

Modules » Prospects & Sales

From lead to proposal & signoff - sales module

A sale (or prospect) in AffinityLive belongs against a company record. You don't create prospects and then turn them into client companies, rather you take a company (which may have a status of "Lead" or "Suspect") and add some prospective work/business against it. So when you're looking at a company, you can see there may be several Sales:

The advantage of this configuration is that you can track business opportunities in a framework that doesn't get tangled up with day-to-day service operations and client correspondence.

The Sales module allows you to:

  • Create a sale (often known as a prospect) against a company record, to indicate potential business with that company. Create as many prospect records as you need.
  • Link the actual outcome/work (an issue, job or contract) with a sale, so you can see what your sales efforts led to and users can trace the history of a project.
  • Track all your emails, meetings, documents and time spent winning a deal, and show your colleagues or managers the effort that went in.
Configure Module name
You can easily configure the name of each module to be whatever suits your business best. We started by calling it a Prospect, so in the office it's known as a prospect. However, we have started to calling them Sales and have defaulted new deployments to ship with 'Sales'. 

 


Simply head to Admin > General Configuration & Preferences. Find Sales (in brackets will say prospects) then name it to what you like.