Atollon Sales & Marketing

Typical Sales use Cases

Typical Sales use Cases

Arrange a Meeting and Record Meeting Notes

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes from event.

New event

calendar-new-event.png

1) Open and navigate to the calendar day on which you want create a new event
2) At a time where you want place event click by mouse, or just pull the mouse from the beginning to the end of event to set the length of the event

New event on Sales opportunity

calendar-new-select-context.png

1) Set the type of event, it is a meeting (it will be useful in assessing how many meetings you managed)
2) Add the summary and event location
3) Select the context to client's sales opportunity which you should the event refers
4) Add participants or resources
5) Save your event

Enter meeting notes

meeting-notes.png

1) Enter the client name, press Enter
2) Select founded client in Finder
3) Select the appropriate project / sales opportunity
4) Choose the tab Communication
5) Create new message "Meeting Notes"

After opening message, make meeting subject and content, you can also notice your colleagues and save the entry.

Typical Sales use Cases

Create new Deal and send Estimate

This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in Atollon.

Open Projects & Folders

sales-apps.png

Deals are one of the types of projects that can be created. Move cursor to Atollon icon (top-left) and then click on Projects & Folders

Create new deal

sales-new-deal-template.png

On this place you can choose project template, for now it is Deal.

Fill-in the deal form

sales-new-deal-new.png

When creating new Deal, you can choose existing contact or create new one.

If you create new one follow steps to fill-in contact data for company and person (relationship employer and employee).

You can enter Client data during creation of new Deal, but it is also possible to select existing Client.

Last step of wizard is filling details about this Sales opportunity

Set deal value and margin

Before you can set deal value, you have to add some product or service.