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 More button on the bottom right of the screen.

More Button2

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

Sales button 
This will bring up a list of all Sales within Accelo, which you can sort and filter as needed.

Sales List

  1. Filter your Sales by Salesperson, Status, Type, Creation Date, Action Date, or Due Date.
  2. Search for a particular Sale.
  3. The Sale Title.
  4. The Sale Client.
  5. The Sale Status.


View Sale Details

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

Sale Details 1

  1. Create an ActivityAdd a Timer, or Create a Task against the Sale.
  2. The Sale Title.
  3. The Sale Progress Percentage.
  4. The Sale Star Rating.
  5. The Sale Status.
  6. The Sale Type.
  7. The Sale ID.
  8. The Sale Details, including the Company, Contact, Salesperson, and Key Dates.


    Scroll down to view:

    Sale Details
  9. The Activity Stream of the Sale, to keep track of all work being done against the Sale.
  10. All Tasks created against the Sale.
  11. Any Quotes associated with the Sale.
  12. Any Linked Assets associated with the Sale.
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