Working with Sales

Change sale status (progressions)

Sales, like companies, have their own status. So whilst a company might be an active client, there may be prospective work with this client that you want to manage through a sales process.

After creating a sale, it will show the current status and the next possible progressions - clicking one of these will move the sale into a new status.

Each type of sale can have it's own set of statuses and progressions. Check with your admin about configuring more types.

Sale Health

This section tracks the rating of a sale. The rating does not affect the thermometer reading - the rating is just a simple indicator for staff to rate their sales.

The thermometer health is affected by the probability of the sale and the last progression that was run. Each probability has a percentage tied to it. Eg "Very likely" may be 80%, and each progression has a percentage tied to it. These are configurable by an administrator.

If the last progression that was run on the sale had a progress of 30%, then the thermometer health will be 80% x 30% = 24%.

Task Tracking

To keep track of sales-specific work you can create tasks against a Sale. On the right-hand side you can find a list of open tasks or easily add a new task.

Note that time recorded against a sale cannot be claimed as billable.

Click "Add Task" from the Tasks section in the lower right part of the page.

You can specify when to work on this task and for how long. This task will appear at the right time on the assignee's schedule, helping them see how much work is coming their way.

Tasks that you create will also appear on that user's ToDo list, though not until 24 hours before they are scheduled to start.

Once a task is saved, hover your mouse over it to mark it complete, to add an activity (email, work notes, call notes etc.) or edit the task details.

One of the great things about having a sale is the ability to add contributors to it. Feel free to have a read about what a contributor does and how effective they can be.