Difference between revisions of "Sales Menu"
Ashley DeBon (talk | contribs) (→Opportunities (New Web)) |
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| − | Path: [[Callproof Support]] - [[Website]] - [[Sales Menu]] | + | Path: [[Callproof Support]] - [[New Website]] - [[Sales Menu]] |
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | ||
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== [[Opportunities (New Web)]] == | == [[Opportunities (New Web)]] == | ||
| − | + | Kanban-style sales pipeline. Each card is an opportunity linked to a contact/account, with stage, type, value, probability, close date, name, and notes. Drag a card to change stage. Derived value is value times probability divided by 100. Company currency symbol comes from company opportunity sign setting. Managers and reps can use the board. Import is limited to managers or market managers. Reps may be limited to their own opportunities unless they can view others’ opportunities. Example: Move Acme – $50k from Proposal to Negotiation on the board. Key settings and filters: date range, rep, market, sort order, stage visibility for users who can view all opportunities. Related: uses Stages, Types, and Opportunity Fields; feeds Opportunity Reports and dollar Goals. | |
More Info: [[Opportunities (New Web)]] | More Info: [[Opportunities (New Web)]] | ||
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== [[Opportunities Report]] == | == [[Opportunities Report]] == | ||
| − | Opportunities | + | Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import. |
| − | More Info: [[Opportunities | + | More Info: [[Opportunities Report]] |
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| + | [[File:OpportunitiesReport.png|350px|thumb|Opportunities Report]] | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| − | == [[Opportunity Types]] == | + | == [[Opportunity Types (New Web)]] == |
| − | Opportunity Types | + | Opportunity Types. Manager-managed categories for opportunities, such as New Logo, Upsell, or Renewal. Used to classify deals and filter the board and reports. Required naming is used on opportunity import. Example: Type Upsell for expansion deals with existing clients. Key settings: name, position/order. Related: optional type on each opportunity; filters on reports and board. |
| − | More Info: [[Opportunity Types]] | + | More Info: [[Opportunity Types (New Web)]] |
| − | [[File: | + | [[File:OpportunityTypes.png|350px|thumb|Opportunity Types]] |
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| − | == [[Opportunity Fields]] == | + | == [[Opportunity Fields (New Web)]] == |
| + | |||
| + | Manager-only. User-defined fields for opportunity records (separate from contact Custom Fields). Appear on add/edit opportunity. Support types such as text, select, and related option/auto behaviors. Managers can also set the company value/currency sign used on opportunity screens. Example: Add Contract Term (months) and Deal Source dropdown on every opportunity. Key settings: field name, type, default option, order, option lists, auto rules, company opportunity value sign. Related: shown on opportunity forms; included in import/export paths where configured. | ||
| + | [[File:OpportunityFields.png|350px|thumb|Opportunity Fields]] | ||
| − | + | More Info: [[Opportunity Fields (New Web)]] | |
| − | + | <div style="clear:both;"></div> | |
| − | [[ | + | == [[Opportunity Stages (New Web)]] == |
| + | Opportunity Stages. Manager-only. Defines ordered pipeline stages for the Opportunities board. Each stage has a name, probability percent, lock flag, colors for opportunity and funnel display, and optional notification emails when an opportunity enters that stage. Example: Stage Won at 100% with green colors and an email to sales ops. Key settings: name, probability 0–100, lock, notification emails, foreground/background colors, order. Related: every opportunity has a stage; board columns come from stages; stage changes are tracked in history. | ||
| + | More Info: [[Opportunity Stages (New Web)]] | ||
| + | [[File:OpportunityStages.png|350px|thumb|Opportunity Stages]] | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| − | == [[ | + | == [[Goals (New web)]] == |
| − | + | Track individual or market targets. Goal types include Dollar (from opportunity derived values in a date window by close date) and Points (from activity/event points). Statuses include Not started, Ongoing, Completed, Not completed, and Cancelled. Create is manager-only and blocked for market managers; viewing the list is available to logged-in users. Example: Q3 individual $100k goal for Jane, measured from derived opportunity values with close dates in Q3. Key settings: goal type Dollar or Points, user or market scope, start/end dates, amount or points target, status, notes, optional auto-restart / max target behavior. Related: Dollar goals use Opportunities; Points goals use the points/activity system that also relates to Badges. | |
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| − | More Info: [[ | + | More Info: [[Goals (New web)]] |
| − | [[File: | + | [[File:Goals.png|350px|thumb|Goals]] |
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| − | == [[ | + | == [[Badges (New web)]] == |
| − | + | Company achievement badges with a name, points threshold, and optional image. Defaults commonly include Copper, Silver, Gold, and Platinum style levels at increasing point thresholds. Part of gamification with Points / Event Points. Not stored as fields on opportunity records; Points goals and badges both use the points system. Example: Silver badge at 10,000 points with a custom icon. Key settings: name, points threshold, image. Related: Points and Event Points; Goals of type Points. | |
| − | More Info: [[ | + | More Info: [[Badges (New web)]] |
| − | [[File: | + | [[File:Badges.png|350px|thumb|Badges]] |
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
Latest revision as of 07:26, 23 July 2026
Path: Callproof Support - New Website - Sales Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Opportunities (New Web)
Kanban-style sales pipeline. Each card is an opportunity linked to a contact/account, with stage, type, value, probability, close date, name, and notes. Drag a card to change stage. Derived value is value times probability divided by 100. Company currency symbol comes from company opportunity sign setting. Managers and reps can use the board. Import is limited to managers or market managers. Reps may be limited to their own opportunities unless they can view others’ opportunities. Example: Move Acme – $50k from Proposal to Negotiation on the board. Key settings and filters: date range, rep, market, sort order, stage visibility for users who can view all opportunities. Related: uses Stages, Types, and Opportunity Fields; feeds Opportunity Reports and dollar Goals.
More Info: Opportunities (New Web)
Opportunities Report
Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import.
More Info: Opportunities Report
Opportunity Types (New Web)
Opportunity Types. Manager-managed categories for opportunities, such as New Logo, Upsell, or Renewal. Used to classify deals and filter the board and reports. Required naming is used on opportunity import. Example: Type Upsell for expansion deals with existing clients. Key settings: name, position/order. Related: optional type on each opportunity; filters on reports and board.
More Info: Opportunity Types (New Web)
Opportunity Fields (New Web)
Manager-only. User-defined fields for opportunity records (separate from contact Custom Fields). Appear on add/edit opportunity. Support types such as text, select, and related option/auto behaviors. Managers can also set the company value/currency sign used on opportunity screens. Example: Add Contract Term (months) and Deal Source dropdown on every opportunity. Key settings: field name, type, default option, order, option lists, auto rules, company opportunity value sign. Related: shown on opportunity forms; included in import/export paths where configured.
More Info: Opportunity Fields (New Web)
Opportunity Stages (New Web)
Opportunity Stages. Manager-only. Defines ordered pipeline stages for the Opportunities board. Each stage has a name, probability percent, lock flag, colors for opportunity and funnel display, and optional notification emails when an opportunity enters that stage. Example: Stage Won at 100% with green colors and an email to sales ops. Key settings: name, probability 0–100, lock, notification emails, foreground/background colors, order. Related: every opportunity has a stage; board columns come from stages; stage changes are tracked in history.
More Info: Opportunity Stages (New Web)
Goals (New web)
Track individual or market targets. Goal types include Dollar (from opportunity derived values in a date window by close date) and Points (from activity/event points). Statuses include Not started, Ongoing, Completed, Not completed, and Cancelled. Create is manager-only and blocked for market managers; viewing the list is available to logged-in users. Example: Q3 individual $100k goal for Jane, measured from derived opportunity values with close dates in Q3. Key settings: goal type Dollar or Points, user or market scope, start/end dates, amount or points target, status, notes, optional auto-restart / max target behavior. Related: Dollar goals use Opportunities; Points goals use the points/activity system that also relates to Badges.
More Info: Goals (New web)
Badges (New web)
Company achievement badges with a name, points threshold, and optional image. Defaults commonly include Copper, Silver, Gold, and Platinum style levels at increasing point thresholds. Part of gamification with Points / Event Points. Not stored as fields on opportunity records; Points goals and badges both use the points system. Example: Silver badge at 10,000 points with a custom icon. Key settings: name, points threshold, image. Related: Points and Event Points; Goals of type Points.
More Info: Badges (New web)
