Keep track of the Sales you and your Team are working on, including their Status and the work that has been done against them.
Using this guide, you can:
View Sales List
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Tap on the More tab on the bottom right corner of the screen
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Tap on Sales
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This will bring up a list of all Sales in your Accelo deployment. By default, canceled and abandoned sales are hidden.
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Filter your sales by Date Created, Date Due, and Standing
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Search for a particular sale by searching the Sale Title or ID.
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View Sale Details
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Tap on a sale to view the Sale Details
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On the Sale screen you can:
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See the Sale Overview
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Sale status = the current status of the sale
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Value = the set value in $
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Probability = the currently selected probability of the sale according to the probabilities list
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Date created = the date the Sale was created
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Salesperson = the staff or user assigned as the main salesperson of the sale
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Contact = the contact person related to the sale
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Type = the selected sale type
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Edit the summary field
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Tap on the EDIT button to enter or edit the summary
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Once done entering the summary, tap on SAVE to update the summary
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View the Sale details and custom profile fields
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View the sale stream
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All timeline events related to the sale are shown
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All activities associated with the sale such as messages, events, call logs, and work logs are shown
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View the sale’s related objects
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Related objects against the sale include:
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Tasks
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Projects
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Tickets
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Favorite a Sale
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Not yet supported:
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Viewing of quotes associated with a sale
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Viewing of associated retainers and any linked assets with a Sale.
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Editing the Sale details
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Creating a Sale
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Deleting a Sale
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Manual Linking a related object to the sale such as:
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Quote
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Project
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Ticket
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Retainer
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Asset
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