Sales & Admin

The Sales & Admin tab for the estimate / order focuses on progressing the opportunity, winning the order, and tracking related administrative details.

Sales (The Opportunity)

You can set up the sales statuses to suit your internal sales processes.

Sales Stages

The default sales stages are:

• Un-qualified Enquiry

• Qualified Enquiry

• Quote / Proposal Sent

• Won (Waiting for Order Signing)

• Ordered / Signed

• Opportunity Lost

• Un-qualified Enquiry Cancelled

• Lead Nurture

Note

When the sales stage changes to ‘Ordered / Signed’ the status of the order changes from ‘Estimate’ to ‘Confirmed Order’, and is now called an ‘Installation Order’.

Opportunity Detail

On the left side of the screen you can assign:

• The sales rep for the opportunity

• The estimated value of the opportunity

• The marketing campaign that yielded the opportunity

• Notes about the opportunity

• Default probabilities are automatically assigned to each sales stage (to assist in measuring what is in the sales pipeline)

• We customise ANY other entry you would like to store about the opportunity

Note

Ensure you click the ‘update’ button after making any changes.

Contacts for the Opportunity

On the right side of the screen you can add any contacts associated with the opportunity (either an existing contact on the system, or a new contact).

Note

Click through the contact name to get to the contact details screen. Click the phone number to call from your device. Click ‘Contact by email’ to send them an email.

Sales Tasks

This has already been covered in the sales section of Core Modules - Managing Sales Tasks

Related Documents & Notes

To associate documents like Quotes, or anything else with the opportunity, simply click the ‘Add’ button in the bottom right of the screen, choose the document from your device, enter a description and click the button to complete.

Financials

Recording the Price Achieved

Here you can record the price achieved by the sales rep and any break down required, for example by product category, discounts given, grants drawn on, comments on the transaction, and so on.

Tax Treatment

VAT rate may be recorded here, or whether a particular customer is VAT exempt and so on.

Payments (Optional)

Recording Deposits

This button can be included if collecting deposits is part of your workflow.

Note

The succesful recording of a deposit may be used to trigger the status of the order from ‘Estimate’ to ‘Confirmed Order’.

Recording Other Payments

Additional payments may be recorded, and similarly used to trigger actions, for example, closing out the order.

Choose the payment type, the payment instrument, enter the amount, and click submit. You may subsequently change the date, amount, and add comments to the payment.

Triggering Automation on Payments

Payments may be linked to any type of automation required to streamline your workflows and ensure your database is kept up to date.

Integrations

Payments received may be integrated with existing accounts packages like Quickbooks.