Tracking Sales & Opportunites

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.

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.

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.

Triggering Mail Campaigns From Opportunities