Sale/Lead Management |  |
Sale/Lead Management is the main entry point into the sales
pipeline. A User can create and capture Sales or prospective Lead details and conduct
a variety of operations to track a lead to its conclusion.
When a User selects Sale/Lead Management menu button, they are presented with 2
tables of Sales/Leads. The first lists Open Sales/Leads and the
other, Closed Sales/Leads.
The User has 4 options when viewing Sales/Leads. They are:
- View My Sales/Leads for selected Account
- View all My Sales/Leads
- View all Sales/Leads for selected Account
- View all Sales/Leads
Note: If the User has not previously selected an Account to work
with, the Accounts table is first presented for the User to select from.
View My Sale/Leads for a selected Account | ||
The View Sales/Leads screen is displayed when the Sale/Lead Management menu button is selected.
This is the default view.
The User is presented with 2 tables - Open and Closed Sales/Leads. These Sales/Leads represent entries where the User is the Sale/Lead Owner for the current/selected Account.
View all My Sale/Leads | ||
The User can select this option from the View Sale/Leads screen.
The User is presented with 2 tables - Open and Closed Sales/Leads. These Sales/Leads represent entries where the User is the Sale/Lead Owner for all Accounts.
View all Sales Leads for a selected Account | ||
There are 2 methods of viewing this information:
The User can select this option from the View Sale/Leads screen.
The User is presented with 2 tables - Open and Closed Sales/Leads. These Sales/Leads represent entries for the current/selected Account.
The User can view a summary of Sales/Leads via the View Account screen: Sales tab - view all Sales/Leads associated to an Account
Refer View an Account section.
View all Sales/Leads (for all Accounts) | ||
The User can select this option from the View Sale/Leads screen.
The User is presented with 2 tables - Open and Closed Sales/Leads. These Sales/Leads represent entries for all Accounts that the user has permissions to view.
View all Sales for a Contact | ||
The User can view a summary of Sales/Leads via the View Contact screen: Sales tab - view all Sales/Leads associated with a Contact
Refer View a Contact section.
View all Sales/Leads for a particular Product | ||
The User can view a summary of Sales/Leads via the View Product screen: Sales tab - view all Sales/Leads for a Product
Refer View a Product section.
View Sale/Lead History | ||
The User can view a summary of Sales/Leads History via the View Sale/Lead screen: History tab - view Sale/Lead History
Refer View a Sale/Lead section.
Search for a Sale/Lead | ||
There are 2 methods to search for a Sale/Lead. The first is on the Banner Section using the Global Search function. Refer Global Search section.
The other method offers more fields and options to refine the search and can be accessed by selecting Sale/Lead Management from the Menu Bar and select Search Sale/Lead from the Left Menu Section.
The User can search for a Sale/Lead or a list of Sales/Leads by filtering on the following criteria:
- Account name
- Sale/Lead ID
- Product name
- Unit price range (from - to)
- Number of Units range (from - to)
- Amount range (from - to)
- Sale status
- Probability range (from - to)
- Created by (who created the Sale/Lead)
- Owner (who owns the Sale/Lead)
These tables will only display Sales/Leads related to Accounts which the User has permissions to View.
If access is needed for an Account that is not in this list, contact the application Administrator to change the Users privileges.
Create a Sale/Lead | ||
When a Sale/Lead is created it must be associated with a Contact.
This means there must be at least one Contact associated to the Account. Refer to Add a Contact to Accounts section. The User will be presented with a list of Contacts to choose from.
All required fields are in bold
| Fields | Description |
|---|---|
| Contact | Customer contact |
| External Ref. | External reference code |
| Invoice No. | Invoice number |
| Product | Product name |
| Status | Sale pipeline status |
| No. of Units | Number of units |
| Unit Price | Unit price -automatically populated when Product is selected |
| Tax | Tax amount |
| Discount | Discount amount |
| Disc. Reason | Discount reason |
| Amount | Total amount |
| Owner | Owner/Salesperson |
| Reason closed | Closed reason |
| Closed date | Date closed |
| Estimated Close Date | Estimated close date of the Lead. Used for forecasting. |
| Probability | Probability of sale closure. Used for forecasting. |
| Last Contact | Date last contacted |
| Competitor | Competitor name |
| Comp. details | Competitor details |
Depending on the Users privileges, this function may not be available. If access is needed, contact the application Administrator to change the Users privileges.
View a Sale/Lead | ||
Sale/Lead details can be displayed by selecting (clicking) Sale ID link (where Sale ID is underlined) which is available on most screens or from the View Sale/Leads tables (displayed when Sale/Lead Management action is selected).
Depending on the Users privileges, this function may not be available. If access is needed, contact the application Administrator to change the Users privileges.
Follow Ups tab | ||
Follow Ups tab - view all Sale/Lead Follow Ups
Displays:
- Action required
- Date to action
- Status
- Priority
Expenses tab | ||
Expenses tab - view all Expenses for a Sale/Lead
Displays:
- Expense amount
- Invoice number
- Description
- Reimbursed indicator
- Budget Centre
History tab | ||
History tab - view Sale/Lead History
Displays:
- User that made the change
- Date and time change was made
- Field/Item that was changed
- Old value
- New value
Notes tab | ||
Notes tab - view all Sale/Lead Notes
Displays:
- Date Note was created
- Date Note was updated
- Short description
- View/Edit/Delete operations
Edit a Sale/Lead | ||
This function is accessible from the Left Menu Section. It allows the User to change and update any Sale/Lead details.
Depending on the Users privileges, this function may not be available. If access is needed, contact the application Administrator to change the Users privileges.
Delete a Sale/Lead | ||
Depending on the Users privileges, this function may not be available. If access is needed, contact the application Administrator to change the Users privileges.
Create a Follow Up | ||
A Follow Up is similar to a To Do but is related directly with an Account. Like a To Do a User can create it but assign it to another User to action.
This function is available in the Left Hand Menu when a User is viewing or editing a Sale/Lead.
Edit/Update a Follow Up | ||
Follow Up details can be edited or updated by selecting it from the Follow Up tab in the View Sale/Lead screen.
Re-assigning a Follow Up | ||
A Follow Up can be re-assigned to another User by selecting it from the Follow Up tab in the View Sale/Lead screen and updating the Assignee item.
Close a Follow Up | ||
A Follow Up can be closed by selecting it from the Follow Up tab in the View Sale/Lead screen and updating the Status indicator.
View all Sale/Lead Follow Ups | ||
The User can view a summary of Follow Ups via the View Sale/Lead screen: Follow Ups tab - view all Sale/Lead Follow Ups
Add a Sale/Lead Note | ||
Notes can be used to store additional or background information. The User can create a Note by selecting the Add Note link in the Left Menu Section.
Delete a Sale/Lead Note | ||
This operation is only accessible from the View Sale/Lead screen.
To perform this action:
- Select View Sale/Lead function to access the tabs (below Sale/Lead details)
- Select the Notes tab to access the operations View, Edit, and Delete
- Select Delete
View all Sale/Lead Notes | ||
The User can view a summary of Notes via the View Account screen: Notes tab - view all Notes associated with an Account
Refer View a Sale/Lead section.
Create an Expense | ||
This function is available in the Left Hand Menu section when viewing or editing a Sale/Lead. When creating an Expense in this manner, the Expense is automatically associated with the Sale/Lead.
All required fields are in bold
| Field | Description |
|---|---|
| Sale | Sale/lead ID |
| Amount | Expense amount |
| Description | Description of expense |
| Tax deductible | Tax deductible indicator |
| Tax | Tax amount |
| Reimbursed | Reimbursed indicator |
| Ext. Ref. | External reference |
| Invoice No. | Invoice number |
| Charge Code | |
| Budget Centre |
Depending on the Users privileges, this function may not be available. If access is needed, contact the application Administrator to change the Users privileges.
View all Expenses for an Account | ||
The User can view a summary of Expenses via the View Account screen: Expenses tab - view all Expenses associated with an Account
Refer View an Account section.
View all Expenses for a Sale/Lead | ||
The User can view a summary of Expenses via the View Sale/Lead screen: Expenses tab - view all Expenses associated with an Sale/Lead
Refer View a Sale/Lead section.