Video 2.11: How to work with the sales board
Who can use this feature?
- All Upsales users can use the Sales board
- Managers with administrator access are able to view information and progress for all users.
- Administrators can also manage user settings to define access levels.
- Available in Pro, Plus, Max and Ultimate plans
Why is Upsales Sales board useful?
Sales reps easily move opportunities
There is a single screen to show appointments and opportunities. Sales reps have a centralized view of where each opportunity are in the process and can drag and drop opportunities to the stage it belongs. This means less time spent on CRM data entry and more time to focus on nourishing the sales cycle.
Centralized progress view for managers
Wouldn’t it be convenient to see all of your organization’s sales appointments and leads in one place? Sales managers can toggle through different sales reps by selecting or deselecting their names in the upper right box or view the entire team in preparation for sales meetings or coaching sessions.
Quick access to sales quotas
Easily see your quota with one click by using the button in the upper right-hand corner of the screen. The quick view shows progress month to date (MTD), quarter to date (QTD) and year to date (YTD).
The definition for every stage
The columns on the board describe each step in the sales process.
The standard sales process includes the following customizable stages:
If you are uncertain of the outcome of the opportunity or haven't set a next step for the client, the lead status should be placed in Fallback.
Once a date is set for the initial meeting with the company, the appointment will show in column First appointment.
The blue check mark indicates that a meeting has been scheduled, with quick access to plan new events by clicking the calendar icon.
Is the client ready to move forward after the first appointment? Create an opportunity which will show in column Prospect 1.
Once contact has been established with the decision maker, the opportunity moves to Prospect 2. At this point, the customer agrees to the price and timeframe and wants to move forward with the sale.
When a verbal agreement is reached, and the sale is pending the contract signing. This stage usually takes place over a 5-7 day period, or longer depending on the sales cycle.
The final stage represents won deals. The current month's closed deals can be viewed by clicking the pie chart icon in the upper right corner. Sales reps can compare the won business to the current month's quota to obtain a real-time view of progress.
Color Coding to Manage Events
Automatic color coding for scheduled events:
● Yellow - scheduled meeting
● Grey - no planned meetings/activities
● Red - past due event
● Green - closed deal or won business