Keep sales opportunities up to date, allowing your Sales Team to focus on the most important sales in your pipeline.
Using these guides, you can:
Actioning is how Accelo keeps track of your sales opportunities, and tracks when that opportunity was won, lost, abandoned or cancelled. To track that information, Accelo uses the Standing of the sale's current status.
When your sales opportunity reaches a status which has a Standing which Accelo tracks as a conclusion, it automatically tracks the date which it reached that status. The Standings which Accelo tracks, and the dates which are tracked, are:
These dates are all tracked separately, so that you can easily identify sales which were previously abandoned and then won, lost then cancelled or cancelled and then won. Cumulatively, we track all of these dates as the Actioned Date. This date can be found as a filter on your sales list, and is used to filter all of your sales based on their conclusion date, regardless of how they concluded.
Sales are Actioned automatically as they enter a new status, with their dates and conclusion updated at that time. To back date or otherwise adjust that date, simply follow these steps:
To change the conclusion method, such as changing it from "Won On" to "Lost On", simply change the sale's status to a "Lost" status. The method and date will update automatically.
When you've won a sale, your next step will be to create the Project, Ticket or Retainer which you'll be performing for your client. If you provided your client with a Quote through Accelo, you can convert the quote directly into a project. To create a new ticket or retainer, you'll want to create it from the sale to link them and their history together.
To create a related Project, Ticket or Retainer: