Sales

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What it is

The Sales subhome is specially designed to assist the Sales Executives turn Opportunities into Clients.

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How it works

The sales subhome is divided into four sections, these allow you to easily organise your agenda and prioritise your daily work across many opportunities.

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Let's have a closer look at them.

Appointments

On this section you will see all your manually scheduled tasks in aside from the cadence.

Here you can Mark them as done or edit them by clicking on the pencil.

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Use the filters to arrange and visualise the companies as you please.

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Note that to schedule a new task, you just have to click on the task icon on the Opportunity view.

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Follow up

On this section you will see all your cadence scheduled tasks. Here you can Mark them as done once you have completed a contact attempt.

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These are created according to the cadence you have chosen on the Opportunity view

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Use the filters to arrange and visualise the companies as you please.

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Inactive opps

On this section you will see all the Opportunities assigned to you that have no steps planned into the future. Either because the cadence finished or they have no scheduled tasks.

This is a very useful list when working with so many opportunities to prevent them from slipping through the cracks!

Here you can decide if you want to start the cadence or manually add a task.

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All my opps

On this section you will see all the Opportunities assigned to you. This is a very useful overview of all your potential clients.

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Use the filters to arrange them as you wish and set your own priorities.

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