Sales & Opportunities
10 guides
Creating Opportunities
This guide provides detailed instructions on configuring and using a CRM module to manage and customize opportunities in sales processes. It includes sections on the view pane, areas setup, customizing opportunity lists, and steps to raise new opportunities. Instructions are provided for setting default views, utilizing Kanban for visualizing opportunities, and configuring custom fields. The guide also covers copying custom fields from opportunity tickets to new customer records, enabling billable sales tickets, and dynamic field visibility.
How to configure Statement of Work (SoW) Templates
How To Onboard New Customers
Managing Prospective Clients in Halo
This article outlines how to manage prospective clients in Halo. It explains enabling accounts and prospects, creating a prospect on a new ticket, and converting a prospect/account into a customer/user. Users can store potential customers under the Prospects section, allowing standardized customer information storage. Conversions can be done directly from the Opportunity screen. The update adds new entity types: Accounts and Prospects, which help differentiate between current and prospective customers. Additionally, customizable ticket rules and entity settings enhance functionality for managing sales and customer information more effectively.
Opportunity Configuration
Pipeline Stages
The article provides a guide on implementing Pipeline Stages within the HaloPSA system. It covers enabling the pipeline feature, linking workflow steps to pipeline stages, viewing pipeline stages on tickets and lists, and grouping items by pipeline stage. It also explains how to use pipeline stages as criteria for ticket rules and restrict stages based on opportunity type. The feature allows for efficient management of opportunity workflows by aligning pipeline stages with workflow steps, enhancing organization and functionality in sales processes.
Project Sales Process
The Opportunity Workflow
This article provides a comprehensive guide on modifying an Opportunity Workflow within a sales process. It covers adding visual progress indicators, crafting a workflow flowchart, and incorporating a quick action for emailing quotes. It also discusses automatic progression of workflows based on certain sales actions and concludes with an example scenario of raising an opportunity and navigating through the subsequent workflow stages, including quote management and project creation.
Tracking Opportunities
This article provides guidance on tracking sales opportunities through workflows by configuring column profiles and overriding conversion probabilities at different workflow stages. It details how the opportunity workflow stage updates automatically in the sales process and explains how conversion probability is dynamically determined, affecting the opportunity value. The article instructs on setting the conversion probability to strategies like 90% when an opportunity reaches the 'Opportunity Won' stage.
Tracking Sales Metrics
This guide provides detailed instructions for creating and configuring a sales metrics dashboard in HaloPSA. Key steps include generating necessary reports, configuring widgets, setting up dashboard layouts, and customizing appearance and behavior. The guide also explains how to apply global settings and customize dashboards for individual agents. Additional features covered include widget configuration, chart setup, and dashboard import/export options. Overall, the guide aims to help users effectively track and display sales data within the application.