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
Category: Addtional Features
How to add a New Forecast?
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
How to manage Sales Forecasts?
1- Go to Sales Forecast 2- Check the deals about to close to the priorities
How to check/edit the expected closing date related to certain high potential lead?
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 […]
How to define the deal as a win/loss?
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
How to know the won and lost value for each month/lead?
To determine the earned value till current moment compared to expected value 1- Go to Sales Forecast 2- Check the required month
How to use filters on Sales Forecast?
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 […]
How do I reconnect my page or refresh connection token?
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!
How do I send a message to the team concerning a certain social media conversation?
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)
How do I assign a conversation to a certain team member?
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.