The Sales Board is a centralized view of all your upcoming first appointments, opportunities, and recent orders so you can stay on top of your sales model and sales processes, as well as a quick view of your month-to-date, quarter-to-date, and year-to-date goals. It also allows managers to see all the sales appointments and leads in one place or see a view of appointments and orders for each sales rep.
This article includes information on:
- Viewing the sales board
- Understanding the columns
- Understanding the recommendation symbols
- Working with opportunities
- Changing the user
Viewing the Sales board
To view the Sales board, select Sales board under Sales & CRM on your Upsales Home page. Or select the Sales & CRM tab from any other location in Upsales.
The Sales board has two main components:
- Columns that represent the different stages in your sales process
- Cards that represent deals, opportunities or first appointments
Your organization may customize these stages, but the default stages are:
- Fallback - indicates uncertainty about the outcome of an opportunity. It may also be used if you haven’t yet set a next step for a company.
- First appointment - shows appointments with the type identified by your admin as the “first” meeting with a customer.
- Prospect 1 - could indicate that the contact is ready to move forward after the first appointment.
- Prospect 2 - could indicate that you’ve met with the decision-maker and agreed to the price and time frame. The customer is ready to move forward with the sale.
- Verbal agreement - could indicate that the sale is pending contract signing.
- Won - shows recently closed sales.
Recommendations in sales board cards
Upsales will alert you whenever your deal needs some extra information. Hover over the icon to see the recommendations:
Click on the opportunity, and Upsales asks you a series of questions related to the recommendations. Hover over each risk and you can click "Yes" or "Not yet":
A green tick means all recommendations are marked as done:
You can drag cards from one column on the Sales Board to another as opportunities move through your sales process. The goal is to move all opportunities to the far right column when sales are won.
Cards appear in the Fallback (first) column when you create an opportunity with this stage in your sales process.
Cards appear in the First Appointment column when you create a meeting with a contact and set the appointment type as “First”.
When you move a card from the First Appointment column to another stage, the Create Opportunity window opens so you can indicate the opportunity details.
Changing the user
If you have permission, you can view multiple users or different users on your team.
To change the user’s appointments, opportunities, order and goals shown on the Sales Board, complete the following steps:
1. Select the arrow next to the current user’s name.
2. Check one or more boxes next to the names of the users you want to include on the Sales Board view.