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Sales Phase

The Sales phase tracks all activities related to converting a lead into a sold project.

Overview​

The Sales tab provides:

  • Lead status and sales stage tracking
  • Upcoming and completed activities
  • Sales metrics and timeline
  • Quick access to estimates and contracts

Sales Stage Tracking​

Projects move through sales stages defined by your administrator. Common stages include:

  • New Lead
  • Appointment Scheduled
  • Proposal Sent
  • Negotiating
  • Won/Lost

Advancing Stages​

To move a project to a new stage:

  1. Click the current stage dropdown
  2. Select the new stage
  3. Add any required notes or reasons

Won/Lost Marking​

When a project is won or lost:

  1. Select the Won or Lost stage
  2. Provide a reason (if required)
  3. For Won projects, this typically triggers production setup

Activities​

The Sales phase displays:

  • Upcoming Activities - Scheduled appointments, follow-ups, and tasks
  • Completed Activities - Past interactions and completed tasks
  • Activity Timeline - Chronological view of all sales activities

Adding Activities​

  1. Click Add Activity in the Quick Actions sidebar
  2. Select the activity type
  3. Set date, time, and assigned team member
  4. Add notes and save

Sales Metrics​

Key metrics displayed include:

  • Days in current stage
  • Total days in sales
  • Estimated close date
  • Project value