It’s a tool that helps salespersons and team leaders to monitor the high and medium potential deals; to be imported as a probability of closing, expected deal value and the expected closing date
1- Go to Sales Forecast 2- Press “Add New Forecast” 3- Lists & Contacts will be opened 4- Choose Desired List 5- Find desired Lead > Press Open Lead 6- Select Sales Forecast 7- Press the New Forecast button 8- Pick the expected date and fill in required details
1- Go to Sales Forecast 2- Check the deals about to close to the priorities
Option A: 1- Go to Sales Forecast 2- Search by name for the Lead 3- Click Edit/View 4- Check/Edit the Expected Closing Date Option B: 1- Go to Lists & Contacts then choose Desired List 2- Search by name or number and find the desired lead 3- Click on Open Lead 4- Select Sales Forecast […]
1- Go to Sales Forecast 2- Search by name for the Lead 3- Click Edit/View 4- Change the state of forecast to won/lost 5- Enter actual value and Update
To determine the earned value till current moment compared to expected value 1- Go to Sales Forecast 2- Check the required month
1- Go to Sales Forecast *If you want to determine the total value of deals that a certain salesperson responsible for: 2- Select the salesperson and you’ll find total forecast *If you want to arrange the forecasts according to probability, Expected Value or, Expected closing date 2- Select your preference that you want to arrange […]
Note: Configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Conversation Connections 2. Click on Refresh Token 3. Approve Facebook Access 4. Your page is now connected!
1. Go to Conversation 2. Select the desired conversation 3. Select Send internally, write the message for the team to see, and define the degree of importance (low, medium, high)
1. Go to Conversation 2. Select the desired conversation 3. Press assign and select the required employee 4. Now only this person can see this chat, other team members will not have access to this chat. Note: Team Leader, Admin & Account Owner have access to ALL chats.