Sales

Keep track of the Sales you and your Team are working on, including their Status and the work that has been done against them.

 

View your Sales List

Click on the Modules button on the top left of the screen.

Screenshot 2016 08 11 13 11 28

Click on Sales to view a list of all Sales within Accelo. 

Screenshot 2016 08 11 13 13 43 Sales
 
This will bring up a list of all Sales within Accelo, which you can sort and filter as needed.

Screenshot 2016 08 11 13 13 52

  1. Search for a particular Sale.
  2. View All Sales.
  3. Choose how to sort the Sales, whether alphabetically, by Status, or by the Date Created.
  4. Filter the Sales by your Saved Filters.
  5. View the other Modules.
  6. The Sale Title.
  7. The Sale Contact.
  8. The Sale Value.
  9. The Sale Status.


View Sale Details

Click on a Sale to view more details of the Sale.

Screenshot 2016 08 11 13 14 56

  1. Log Time against the Sale through a Note.
  2. The Sale Title.
  3. The Sale Status.
  4. The Sale Type.
  5. The Sale Value.
  6. Add an Activity to the Sale.
  7. The Sale Details, including the Status, Contact, and Standing.
  8. Any Contacts associated with the Sale.
  9. All Activities logged against the Sale.
  10. All Tasks created against the Sale. Make sure all work is being completed in a timely manner.
  11. All Tickets associated with the Sale. Keep track of any issues your clients may be having as the Sale progresses.
  12. Create a new item against a Sale, such as an Activity, Task, or Ticket.
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue