Lead - Opportunity - Order HyperTeam CRM

HyperTeam CRM

Lead OrderOpportunity

www.sharepoint-florida.comProducts in HyperTeam CRM

Use this section to track all important information

You can find your

products/services here

Use this section to track all important information regarding your products/services

www.sharepoint-florida.comLeads in HyperTeam CRM

What is a lead?

• When you get a referral from an external partner, client, or friend

• When you become aware of a potential client through

advertisements, events, company websites, social media, etc. but

you have not yet contacted them

• When an individual expresses general interest in your product or

service

A person or organization with a potential

interest in your products or services. More

information is necessary to qualify the lead

and to convert them to an opportunity.

When is a new lead created?

www.sharepoint-florida.comAdding a new lead – create new lead profile

Add a new lead profile by clicking on the plus icon

You can find all of

your leads here

www.sharepoint-florida.com

• Detail important information

regarding your new Lead (lead

title, lead type, source, etc.)

• Assign the Lead to yourself or a

colleague

• Link contacts and products to

your Lead

• Attach emails, documents and

images (excel files, word

documents, etc.)

• Assign tasks to your Lead

• Record important details about

your Lead, add a lead

description, and even make

notes for later reference

Adding a new lead – fill in lead profile

www.sharepoint-florida.comAdding a new lead – save your lead

I. Save by selecting the save icon at the top of the profile

II. OR by simply clicking Save at the bottom of the profile

www.sharepoint-florida.comNotifications – new leads

Notification

Dear Test CEO President HyperTeam USA,

Test CEO President HyperTeam USA has added a new Lead. You can see it here

Original salesstage:

New salesstage: Lead

Lead details

Lead ID: 4464

Lead name: Collier County Economic Development

Account:

First contact date: 04.21.2016 18:00

Delivery date

Closing date: 05.26.2016 18:00

Expiration date:

Probability: 50%

Sincerely:

HyperTeam CRM

When a new lead is added you will

receive an e-mail notification that

alerts you to the new lead and details

its important information

www.sharepoint-florida.comManaging your leads – sending estimates

Send an estimate to

your lead by clicking

on the mail icon

The system will then pull data

from the lead’s profile and

generate a complete estimate in

your desired format (including

contact information and

products/services)

www.sharepoint-florida.comManaging your leads – editing

Edit your leads by selecting the pencil icon

www.sharepoint-florida.comManaging your leads – deleting

Delete your leads by selecting the trash can icon

www.sharepoint-florida.comOpportunities in HyperTeam CRM

• When the lead has been qualified

• When a written estimate/ proposal/ quote has been sent to the

prospective client

An opportunity is a person or organization that has

entered into your buying cycle by expressing a clear

interest in purchasing your product or service. You

have had contact with them, possibly held meetings,

and you understand their wants and needs.

When is a lead converted into an opportunity?

What is an opportunity?

www.sharepoint-florida.comConverting leads to opportunities

Don’t forget to select the sales

stage when converting the lead to

an opportunity (these stages are

customizable to fit your needs!!)

I. Select the pencil icon to edit the lead and then check the box “Make it opportunity”

II. Check the box “Make it opportunity” before sending an estimate

www.sharepoint-florida.comNotifications – changes in leads or opportunities

Notification

Dear Test CEO President HyperTeam USA,

Test CEO President HyperTeam USA has changed a(n) Lead's Status. You can see it here

Original salesstage: Lead

New salesstage: Proposal / Price quote

Lead details

Lead ID: 4464

Lead name: Collier County Economic Development

Account:

First contact date: 04.21.2016 18:00

Delivery date

Closing date: 05.26.2016 18:00

Expiration date:

Probability: 50%

Sincerely:

HyperTeam CRM

You will also get a notification

when you change the status of

your lead or opportunity.

www.sharepoint-florida.com

You can find all of your

opportunities here

New opportunities

Send additional

estimates right

from the

opportunity page!

After converting your lead to an opportunity, the information will appear in a new opportunity profile. Add

additional information when necessary to keep track of your opportunities status and important details

www.sharepoint-florida.comOrders in HyperTeam CRM

• When you receive a signed purchase agreement from the client

An agreement between you and your client

that authorizes the sale of your product or

service.

When is an opportunity converted into an order?

What is an order?

www.sharepoint-florida.comConverting an opportunity to an order

Select the pencil icon to edit the opportunity and then change the sales stage to “Closed won”

Quick Tip: If your

opportunity doesn’t

convert to an order,

change the sales stage to

“Closed lost.” The

opportunity will then be

stored in your “Closed

opportunity” tab

www.sharepoint-florida.comNew orders

You can find your

orders here

After converting your opportunity to an order, the information will appear in a new order profile. Add

additional information when necessary to keep track of your orders status and important details

The order page

even helps you

stay current on

your client’s

billing phases