Web Access

Chat

Create New Chat

Within the SalesNOW account users have the ability to chat with each other. The benefit of communicating through the SalesNOW account is that a chat which is related to a specific Contact, Company, Lead, Deal, Email, Call, Meetings or Task will be stored in that record. To create a new chat the user would simply click the chat icon at the top right of their SalesNOW page. By creating the chat this way, it will not be related to a record, but instead be a general chat between users.

Chat

By clicking the chat icon the user will then have the option of selecting new chat or view more. If the user selects new chat they will be shown the web chat page.

Add users

To add the desired recipients the user will simply click the + icon. This will give them the option of adding individual users, or entire teams within the SalesNOW account. To add the message the user will simply type the message within the message box. The user also has the option to select Send Email. This will allow them to send each recipient an email of the chat, ensuring that they receive it. To send the chat the user will then click send.

Create New Related Chat

To create a chat that is related to a specific record, the user will need to have that record opened. At the top right side of the record they will see the option of chat. As before the user will follow the same steps of adding recipients and the message, but now the associated record is also shown.

 Create

Search Chat History

To search within the chat history in the SalesNOW account, the user will select view more from the top chat icon. This will take them to Chat Messages page and gives the users options on the search criteria.

Associate

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Setup Account Administration

How to manage Users

To manage the individual users simply open Account Administration and click the Users Tab. From here the administrator will see the full list of users for the SalesNOW account.

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tabs

Each User will have their Name, Email, Team, Access Level and Status on display from the main page. When a user’s name is selected, their user information will be displayed.

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 Within the User Information the Administrator has the ability to Edit, Deactivate, Delete, or Send Password Reset Email for the selected user. From the Edit option an administrator can edit the User Information, and change the access levels for that user.

User Security

Adminstrators have the ability to change the security level of the users in their SalesNOW account. When editing or adding a user in User Information, multiple pull down menus will be on the right side of the screen. These include: Admin Rights, Team Role, Data Access Level, and Permission. These effect what that user has access to for their own account.

 admin rights

  1. Admin Rights: allows the user to be an Administrator or a General User of the SalesNOW account.
  2. Team Role: allows user to be a Team Leader to a specified team, or a Team Member.
  3. Data Access Level: restricts users to their allowed access level. The options are:
  • Team Data Read Access allows users to read all data for their assigned team
  • Team Data Full Access allows users to read and edit all data for their assigned team
  • Corporate Data Read Access allows users to read all data for all data in the system
  • Corporate Data Full Access allows users to read and edit all data for all data in the system
  1. Permission: Allows users to read, edit & delete or read & edit.

 

How to Manage Teams

To manage the SalesNOW teams from within the Account Administration tab, click the Teams tab. Within the Teams tab administrators can see the Executive Team members list, and a list of the sub teams they have created. From this page Administrators can add members to the Executive Team or they can create a new sub team.

add teams

To add a member to the Executive Team simply click new user on the right side of the screen and fill in the appropriate information.

 user fields

To create a new sub team click the new sub team on the right side of the sub teams section.

 New team

 From here the administrator can name the new sub team, assign the sub team to a parent team, and add any notes related to the new team. Once the sub team has been created it will appear within the list of sub teams. To add members to the new team simply click on the team name, and then click new user.

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Setup Page Settings

Page Settings

Within the Setup page the user can configure the Page Settings of their SalesNOW account. From the Page Settings page the user can edit the following:

  • Home Page
  • General
  • Activities and Calendars
  • Default View

These options are will help the user configure the default views that SalesNOW offers to best work for them.

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Once the user has made a change in the Page Settings they must hit Save in the top right corner of the section they have changed.

File Administration

The File Administration option shows the administrators the Administration Settings and the Usage Summary. In the Administration Settings the administrator has the options to Enable Attachment Management. This will allow the users to attach files to any SalesNOW record through the web browser. They also have the option to Enable Storage Sharing. This will allow users to share a common storage quota. It is recommended to select this option if the users have various usage requirements. The Usage Summary gives the administrator a view of their SalesNOW data usage. It will show the administrators their own usage as well as their companies full usage. For the general users of the account it will only show their own usage.

User Activity

The User Activity page will show the Administrators the most recent activites of the users of the SalesNOW account. The administrator can choose to see activities from the last day, week, month, 60 days, 90 days or All. The page will show the user, the version they are using, any records added, and records edited, the last time they logged in from the web, the last time they logged in from the mobile and the last time they logged in from either the web or mobile. For a user, the User Activity page will only show their own activity records.

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Setup Customize

Customize

To customize to the SalesNOW account go to Setup and select Customize. The Customize page is in two categories: Tab Customization and Field Customization. The Tab Customization are the three optional tabs in the account. These tabs are: Leads, Deals, and Cases. To add or remove any of these tabs from the account simply select or deselect the box next to the name.

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 The Field Customization category allows you to edit the Standard and Custom fields for:

  • Contacts
  • Companies
  • Leads/Deals
  • Emails
  • Calls
  • Meetings
  • Tasks

You are also given the option to rename any of the tabs.

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 The Standard Fields for each Tab includes the general, necessary information for each. The standard fields can be renamed by selecting Rename next to the Record. The Custom Fields for each Record can be any information that the user wants to add to the particular Record. To create a custom field for Contacts, simply click manage custom fields under the Contact section. Select the New option on the right side of the screen. From there users can add a Label, Description, Large Text, Type, and Default Value.

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The Type pull down menu gives the option of the field Types available.

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If the user selects Text, Date, Number or Hyperlink, they will be given the option of save & close at the right side of the screen. If, however, they select List, Multi-select List or Multi-Numeric List, the option changes to next, from where they will need to input the data for the lists they are creating or editing. For the user to edit the list values they have created they have to have their cursor hover over the value. Once they do this they will see a pencil, arrow and x icon. The pencil allows the user to rename the value or change the order. The arrow allows the user to move the value up or down the list. The x icon allows the user to delete the value.

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The “custom fields” will be displayed beneath the Standard Fields in each Tab.

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Setup Import Custom Data

Import Custom Data

To Import Data into the SalesNOW account, simply go to setup, and select Data Management at the bottom right of the page. From this page click Import Custom Data.

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There are 4 steps to Import Custom Data:

  • Upload Data File
  • Choose Record Type
  • Field Mappings
  • Import Data

To upload a Data File simply select the Choose File option, and select the desired file. Once the file has been selected click next at the top right of the screen.

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This will bring the user to the Choose Record Type page. From here the user will select which Record Type(s) they would like the file to be imported to. The user also has the option of Enable Auto Data Mapping. If they select yes the system will link any titled categories from the excel spreadsheet that share the same title as the fields in the records. This saves the user time from manually selecting the field categories. An Owner must be selected for all entries. For Contact entries there must be a last name selected. For Company entries there must be a company name. If the user is uploading contacts and companies at the same time they must have both owner, last name and company name filled out. After they have selected the appropriate options click next.

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 This will bring you to the Field Mapping page. This is where the user can associate their specific data to the particular SalesNOW Fields, Define Mandatory Fields, Merge Data with Existing Records, or Merge Duplicated Data. The first page for Field Mapping is to define the Owner of the data. The user can select [current user] from the drop down menu, making them the owner for all the data imported. Or in the imported spreadsheet the user can create an Owner column, which gives them the option to associate multiple users to be the owners of specific Contacts, Companies, Deals, etc. From the drop down menu the user can select that column as the Owner Field.

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The user will then hit the next tab, in this case the next tab is contact. From this page the user will fill out the Standard and Custom Fields for their contacts. If the Mandatory box has been selected next to the SalesNOW Field, it must have a chosen field, otherwise it will not let the user advance to the next page. The same process will be followed for company, Deals and any other SalesNOW records Type(s) that have been selected.

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If the Auto Data Mapping did not automatically fill the SalesNOW field, the user will have to click the drop-down menu, and manually find the desired field. Once the fields are filled the user will click next. The last page is Import Data. The user will click import at the top right side of the screen.

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 After the user click import the Upload Confirmation page will pop up. If any of the mandatory fields are not filled out, the system will show the user which were the invalid rows from the spreadsheet, and will not import those specific rows. The user can download a spreadsheet of all the invalid rows by clicking download complete log. The user will have to edit the original spreadsheet to ensure the mandatory data is filled out.

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Once all the mandatory fields are corrected the user can repeat the import process. When they click import they will see the Upload Confirmation page. The Invalid Rows will read 0 will not be imported. This confirms that there were no missing required information. The user will then click continue to complete the import.

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 After the user has selected continue, the final Upload Confirmation page will appear confirming the file is being imported. The user has the option to close out of the page, or to import another file.

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Setup Merge Data

Merge Data

SalesNOW also offers the ability to Merge data. To do this the user will follow the same process as they would to upload new data. Once they are on Field Mapping page they can see the check box option next to each standard or custom field that says merge. Once they have selected the box, SalesNOW will merge to that field. For example, if the user has a list of updated Email Addresses, and has the Last Name of each contact associated with that Email, the user would select the drop down last name, and then select the merge option of the last name. They would then select email from the drop down options, and hit next.

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After the user has hit next they will be given more merge options. In the following example the user is given these three options:

  • Import Type
  • If Multiple Matches were found
  • Do you want to expand the merge scope?

For Import Type the user is given the options of Create and Update, Create Only or Update Only. If the field the user selected does not already have a record in the system it will Create that as a new record. For If Multiple Matches were found the user is given the options of Create New Entry, Merge with First Match, or Skip. This will ensure that the merge is being sent to the correct record. For Expand Merge Scope the user is given the options of User, Team or Client. This will help narrow down the scope of the merge.

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Once the user has selected these last options they will hit import and similar to a new data import, the system will tell them of any invalid rows (if any), the reason behind those rows being invalid and how many successful merges took place. The user will then hit continue and the merge will be complete.

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Cases

Cases Overview

Case records in SalesNOW store information about customer service issues. Each customer case can be tracked from the time that issue is reported all the way to when it is closed. All customer interaction associated with the case can be saved and the final case resolution can be recorded. The Case Number is a unique alpha-numeric case number that is automatically created once a case record has been saved. It displays at the top left of the case record.

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The case record stores a variety of information, each separated by a light brown title bar, including:

  • General Information  this is the case’s basic information such as the case’s subject (such as “Defective Keyboard”, the case’s contact and/or company association, case origin (for example, via email, phone call, etc.), case description, case type, case sub type (which is directly tied to the case type option – for example, the case type might be “Computer Hardware” and the case sub type might be “Defective Keyboard”), case priority, status of case (new, assigned, closed, rejected and duplicate), next appointment (scheduled call or meeting) and case notes.
  • Custom  this section stores information from any custom fields that may have been added to the case record by your SalesNOW Administrator. Note: the custom bar will not appear if there are no custom fields that have been added on the case document.
  • Secondary Owners  this section stores the names of any secondary owners of this case. A secondary owner is another SalesNOW user within your team that has also been given access to view and edit this case record.
  • Contacts  this section stores the names of any contacts that have been associated with this case and also their roles.
  • Companies  this section stores the names of any companies that have been associated with this case and also their roles.
  • Emails  this section stores any emails that have either been sent to or received from any contacts and manually associated with this case. Note that email attachments are not stored within SalesNOW.
  • Calls this is a list of any calls that have been associated to this case.
  • Meetings  this is a list of any meetings that have been associated to this case.
  • Tasks  this is a list of any tasks that have been associated to this case.

Creating New Cases

To create a new case record, follow these steps:

  1. In the main tab menu or from anywhere within the application, click the Cases tab

  2. Click on New Case at the top right of the case list

  3. Enter the case’s information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

  4. To associate the case to a specific contact,

    1. Select an existing contact by clicking the magnifying glass image\ebx_-752130004.gif next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the case as well.)

    2. Add a new contact by clicking the green plus sign image\ebx_-580437850.gifand entering the contact information and clicking save and close

  5. To associate the case to a specific company,

    1. Select an existing company by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the company name to which you would like to associate

    2. Add a new company by clicking the green plus sign image\ebx_-580437850.gifand entering the company information and clicking save and close

  6. Enter any custom information related to the case. (Note: the custom bar will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator.)

    1. Click Save & Close to save this case and display this case record, or

    2. Click Save & New to save this case and start entering a new case record, or

    3. Click Cancel to not save this case and return to the cases list.

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Tasks

Tasks Overview

Task records in SalesNOW store information about activities such as to-do items and reminders that you want to track through to completion. A task can have a due date, a start date and even a reminder date to help you manage your follow-up on your activities. Task records in SalesNOW store a variety of information, each separated by a green title bar, including:

  • General Information this is the task’s basic information such as the task’s subject, contact and/or company association, lead or deal association, type, status, priority, start date, due date, reminder date and notes.
  • Custom this section stores information from any custom fields that may have been added to the task record by your SalesNOW Administrator. Note: the custom bar will not appear if there are no custom fields that have been added on the task document.
  • Contacts this section stores the names of any contacts that have been associated with this task and also their roles.
  • Companies this section stores the names of any companies that have been associated with this task and also their roles.

Creating Tasks

To create a task within SalesNOW on the Web, follow these steps:

  1. In the main tab menu or from anywhere within the application, click the Tasks tab.

  2. Click on Create Task at the top right of the task list.

  3. Enter the task information. Type the subject of the task in the mandatory Subject field. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

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  1. To associate the task to a specific contact,

    1. Select an existing contact by clicking the magnifying glass image\ebx_-752130004.gif next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the task as well.)

    2. Add a new contact by clicking the green plus sign image\ebx_-580437850.gifand entering the contact information and clicking save and close

  2. To associate the task to a specific company,

    1. Select an existing company by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the company name to which you would like to associate

    2. Add a new company by clicking the green plus sign image\ebx_-580437850.gifand entering the company information and clicking save and close

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  1. To associate the task to a specific lead or deal,

    1. Select either Lead or Deal in the left drop-down box.

    2. Select an existing lead/deal by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the lead/deal name to which you would like to associate. By default, the system displays only the leads/deals that are associated with that contact or company. If you would like to remove that filter, click on the Filter box at the top right of the selection box and click Remove Filter.

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  1. Select the task type, status and priority. To enter the task start date and time, due date and time or reminder date and time, click on the check box next to the field that you’d like to set and enter the information.

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  1. Enter the task notes.

  2. Enter any custom information related to the task. (Note: the custom bar will not appear if there are no custom fields that have been added on the task document by your SalesNOW Administrator)

    1. Click Save & Close to save this task and display this task record, or

    2. Click Save & New to save this task and start entering a new task, or

    3. Click Cancel to not save this task and return to the task list.

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Dashboards

Sales Funnel Dashboard

The Sales Funnel Dashboards show the Total Deals the user currently has, the five stages of the funnel, the estimated value for each stage of the funnel, and the Total Estimated Value for each Deal. Sales Funnel

Current Calls Dashboard

The Current Calls Dashboard shows which calls that are scheduled. As an example, if a call to “Test Test’ was scheduled for today at 5:00 PM, the dashboard will show who the call is with, the phone number of the contact, the day and time the call was scheduled, how long the call is scheduled for, the type of call, and the option to mark the call as held. The checkmark icon on the right side allows the user to mark the call as Held from the dashboard screen, rather than going into the Calls tab. The word bubble icon is the More option. By clicking this option users can see the contact, company and Lead/Deal that is related to the call. Current Calles

Overdue Calls

The purpose of the Overdue Calls dashboard is to show the user any calls that may have been missed. The dashboard captures all Call records with a scheduled date that has already passed and where the status of the call is still set to Planned. Any call records listed in the Dashboard that are modified to Held will be removed from this dashboard.

 Overdue Calles

 

Adding Dashboards

Users can also add new dashboards to the home page. To do this, simply click add module on the left side of the home page. Within the dashboard module list, users can select from a variety of different dashboards. The dashboard categories to choose from are: Sales History, Sales Funnel, Sales Forecast, Deal List, Lead List, Activity List and Contract Expiry List. Each category has multiple dashboard options to select from. Adding Dashboards

Manage Tabs

Users can manage the dashboard tabs by selecting the manage tabs option beside the currently used tabs. From there users can add, delete or edit the dashboard tabs.

 Manage Tabs

The first tab the users will see will be the My Dashboards tab. Within this tab the dashboards are only showing the data that is specified for that specific user, and is a general overview of the user’s SalesNOW information. The next Tab is Sales Data. Unlike My Dashboards, which gives the user a variety of information, the Sales Data only shows dashboards related to Sales. The Calls Tab give the users an overview of their scheduled and logged calls. The Leads Tab manages information related to the current Leads for the user. This is only a recommended tab setup. The user can customize their own tabs to best fit their needs.

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Emails

Emails

From the Email tab users can quickly view their emails that they have received, sent and All. The user also has the option to view My Emails or All Emails.

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From within an Email record the user can see:

  • The Owner
  • Email Subject
  • Contact Association
  • Company Association
  • Lead/Deal Association
  • The Folder the Email is in
  • Email Status
  • Email Priority
  • Date of the Email
  • Email Content

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By scrolling down the email record the user can also see the chat history, attachments, contact and company associated with the Email.

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Tabs

When you login, you have access to the following tabs:

Tabs Case Here is a brief description of what is covered in each of the tabs.

  • Home  Displays all of your Dashboards.
  • Contacts  Can view, edit and add Contacts. You can also view the history of any activity with the Contact. You can also add new Calls and other activity associated to the Contact.
  • Companies  Can view, edit and add Companies.  You can view the history of activities such as Calls with the Company. You can also add new Contacts to the Company.
  • Leads  Can view, edit and add Leads. You can view the history of activities such as Calls, Emails and Meetings. You can also convert the Lead to a Deal.
  • Deals  Can view, edit and add Deals. You can view the history of activities such as Calls, Emails and Meetings. You can also track the progress of the Deal. Choose if the Deal is “Lost” or “Won”.
  • Cases  Can view, edit and add Cases.  You can view the history of activities such as Calls, Emails and Meetings. You can also set the due date for when the Case must be completed.
  • Emails  Can view and search for any emails sent through the mobile device, Gmail or Outlook
  • Calls  Can view and search for any phone calls scheduled or logged in the system.
  • Meetings  Can view, create and search for any Meetings saved in the system.
  • Tasks  Can view and search for any tasks saved in the system.  Can log and schedule tasks for you or a team member.
  • Reports  Can run and download detailed Sales and Activity Reports.
  • Calendar  Can view on a calendar both your scheduled and completed Meetings and your completed Calls.  Can also view the calendar of your team members.

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Add/Edit Contacts

Adding a New Contact

To add a new contact from the new contact form the user must click New Contact at the top right of the contact page. The user will be directed to the new contact page.

new contact select

Contact Mandatory Fields

For a contact to be added to SalesNOW there Last Name field must be filled out. If it is left blank the system will not let the user save the contact. (Note: If the new Contact is created from a Company record, the system will auto-populate the Company Name and Work address information)

 new contact mandatory

Adding an existing Company to a Contact

To add a contact to an existing company simply click on the magnifying glass next to the company text box. This will direct the user to their company list. From there they can search for the appropriate company and simply select them.   new contact associtate to company

Contact Check Duplicates

When creating a new contact record it is possible to check the system to see if a contact with the same first and last name has already been saved and entered into your SalesNOW database. To check the system for duplicates when creating a new contact, simply input the first and last name of the contact and click Check Duplicate at the top right hand corner of the screen.   new contact check duplicates If a contact is found with the same first and last name the system will return the Name, Company Email and Phone Number of that Contact. Otherwise, if the system does not find any duplicate contacts, it will return a “No Contacts Found” message.

Edit a Contact Record

To Edit a Contact Record, select Edit on the Top Right.

 Edit Select

Once you have made the changes to the Contact record, select Save and Close to save the changes. Edit Save

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Calls

View: Today’s/This Weeks/This Month’s/All

From the Calls tab users can quickly view their Calls for Today, This Week, This Month and All. Users will notice that when clicking into the Call tab that as the default they will be directed to Today’s Planned Calls. This list will not include any calls that have already been Held that day. Users can also choose to display Calls that have taken place in the past by simply clicking Hide Completed.  To switch from Today’s Calls to This weeks, This Month’s or All users can simply change this filter by clicking into these options.

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Schedule a Call

Scheduling a Call creates a Call Activity record that will appear in the user’s Calendar and occur on a future date. To schedule a Call open the Contact record that this Call is to be linked to and simply select Schedule Call at the top right hand corner of the screen.

 contact scheudle

Once the call is held, open up the Call, click Edit and change the Status to Held, then simply select Save and Close.

Heading Sort

Calls can be easily sorted by values in the List View headers. As the default Calls will be sorted by the Start Date, from Earliest to Latest, to reverse this sort and show from Latest to earliest, simply click the Start (duration) header. The headers Subject, Phone, Contact, Company, Leads/Deals, Type and Status are all sortable. By clicking any of these headers the data will be sorted alphabetically using that particular field as the source.

heading sort

 

Logging a Call

A Call Log captures a Call that has already taken place. To log a Call open the Contact record that this call is to be linked to and simply select More > Call Log.

logging call

When logging a Call the one mandatory field to fill out is the Call Subject.  If the Call is logged from a Contact record as recommended, the system will auto populate the Subject, and associated Contact and Company call. Finally, fill out any necessary Notes fields related to the call and select Save and Close.

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View and Search Contacts

View Contacts

To view Contacts, click on the Contacts tab. The system will default the view to My Contacts.  This will display a view of all Contacts that are assigned to you. If there are Contacts that have been assigned to a Contact Group you can select My Contact Groups. If there are Contacts that you are assigned to as a Secondary owner of, you can select My Secondary Contacts.  If you want to view all Contacts that are in your region, you can select All Contacts.

View Contact

Search Contacts

There are a number of ways to search for your Contacts including Letter Search, Word Search and Advanced Search.

Letter Search

You can do a quick search to locate all of your Contacts starting with a specific letter.  For example, if you wanted to view all Contacts with names starting with a “P” you would select the P.  To reset the search to all Contacts, select the All on the far right.

 Letter search

Word Search

If you want to view all of your Contacts that start with the letters “Ja”, you would enter “Ja” in the search area and then click search.

 Word Search

 Advanced Search

The system lets you do advanced searches for your Contacts.  For example, if you wanted to see all of your Contacts in a certain City you can use the Advanced Search.  The first step is to select Advanced Search on the far right of the screen. Once you select Advanced Search, a new screen appears. In the example below, we have searched for all of My Contacts that are “BF Branch Type”.

Advanced Search – Scope

The advanced search defaults to a Scope of My Contacts. This is shown on the top left of the Advanced Search. To change the scope of your search to include other Contacts from your team, select the magnifying glass beside the Scope field.   Advanced Search

 Scope

Once you select the magnifying glass, different scope options appear which may vary depending on your security access.  For example, to see all contacts in the Central Region, select Central Region

Team Scope

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Meetings

Create a new Meetings

To create a new Meetings the user can do so through the contacts, companies, Leads and Deals. The user will open up any record and scroll down to the Meetings section. From there they have the option to Schedule New Meetings, or Log New Meetings.

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By creating the Meetings through an associated record SalesNOW will auto populate the appropriate fields. The difference between Schedule New and Log New will be the Status and the Reminder. The Status for a Scheduled Meetings will read Planned, whereas the Status of a Logged Meetings will have either read Held or Not Held. The user also has the option to set a Reminder for when a Scheduled Meetings will take place, whereas a Logged Meetings will have already taken place and therefore will not need a Reminder.

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Contact Activities

To view any related activity or attachments with the selected Contact, scroll down to the bottom of the company record.  In this example we can see that the contact Mark Durst has one Deal and has one Call associated to him.  To open any of these records, select the blue hyperlink of the associated record. Activities

View Map Location of Contact

To view the map location of a Contact, select View Map which is on the far right of the address section.

 Adress

 Once the map is displayed, you can get directions to the Contact by selecting Directions.

 Map

The SalesNOW export functionality allows users to export all or individually selected Contact records into a Spreadsheet. The Export functionality is available from the Contact List View as well as the Advanced Search. To export all of My Contacts data simply open the Contacts tab and without adding any search parameters click Export at the top right hand corner of the screen. Users can also Export Contact data included in a specific standard or Advanced Search. For example, in Advanced Search Users can search for all Contacts located in a specific city and Click Export to only export those records that meet this search criteria.

 Export Select

From the Contacts List View and Advanced Search, users can also individually check the boxes next to specific records they wish to export. They will see the number of selected records appear at the top of the list. Once all the necessary records have been added they can then simply click Export. Export selected items

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Reports

Creating Reports

The Reports tab allows you to generate reports for your Activities, Sales and Contacts. Within the Activities report section the user has the option to make reports for:

  • Activities
  • Leads Activity

Within the Sales report section the user has the option to make reports for:

  • Sales Lookup
  • Sales Forecast
  • Sales History
  • Sales Funnel
  • Advanced Sales Funnel

Within the Contacts report section the user has the option to make reports for:

  • Duplicate Reports

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For each report the user has the option to narrow their report down and filter what they would like to see. The majority of the reports will have the Scope option. This gives the user the option to sort through their data, or perhaps a different team’s data. Once all the appropriate credentials are filled out the user can Export the report into an excel spreadsheet.

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Add/Edit Companies

Adding a New Company

To add a new company  the user must click New Company at the top right of the contact page. The user will be directed to the new company page.

Click

Company Mandatory Fields

For a company to be added to SalesNOW the Company Name field must be filled out. If it is left blank the system will not let the user save the company. (Note: If the new Company is created from a Contact record, the system will auto-populate the Work address information)

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Adding a new Company to a Contact

If the Company associated with the Contact is not in the SalesNOW account the user can create that Company through the Contact record by clicking the + icon next to the Company text box.

Add New

By clicking the + icon the Company Information page will appear. From there the user can input all of the Company’s standard fields. Once they click Save & Close  the company will be saved into the Company records.

Add Company new

Edit a Company Record

To Edit a Company Record, select Edit on the Top Right.

 Edit

Once you have made the changes to the Company record, select Save and Close to save the changes.

Edit 2

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Calendar

Calendar Entries

From the SalesNOW Calendar users can access all of their Scheduled and Held Calls. The Calendar can be accessed by simply clicking the Calendar Tab from anywhere in the system. Users can access activities for Today, this Week, and this Month, by modifying the view setting at the top right hand corner of the screen. Users can also access the Calendar of team members in their region by selecting the Team Members name from the Scope.

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A Calendar entry can be opened directly from the Calendar tab. To open an activity record simply click the name of the activity record.

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View/Search Companies

View Companies

To view Companies, select the Companies tab. The system will default the view to My Companies.  This will display a view of all Companies that are assigned to you.  If there are companies that you are assigned to as a Secondary owner you can select My Secondary Companies.  If you want to view all Companies that are in your region, you can select All Companies.

Company click

Search Companies

There are a number of ways to search for your Companies including Letter Search, Word Search and Advanced Search.

Letter Search

You can do a quick search to search for all of your companies starting with a specific letter.  For example, if you wanted to view all companies with names starting with a “P” you would select the P.  To reset the search to all companies, select the All on the far right.   Letter search 

Word Search

If you want to view all of your companies with the word Living in their name, you would enter “Living” in the search area and then select Search.

 Word search

 

Advanced Search

The system lets you do advanced searches for your Companies.  For example if you wanted to see all of your Companies in a certain City you can use Advanced Search.  The first step is to select Advanced Search on the far right of the screen. Once you select Advanced Search, a new screen appears. In the example below, we have searched for all of My Companies in the Industry “Hotel/Motel”.

Advanced

 

Advanced Search – Scope

The advanced search defaults to a Scope of My Companies. This is shown on the top left of the advanced search. To change the scope of your search to include other companies from your team, select the magnifying glass beside the Scope field.

Scope

          Once you select the magnifying glass, different scope options appear which may vary depending on your security access.  For example, to see all companies in the Central Region, select Central Region.

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Company Activities

Company Activities

To view any related activity, attachments and associated contacts with the selected company, scroll down to the bottom of the company record.  In this example we can see that the company SalesNOW has one Contact and has two Deals.  To open any of these records, select the blue hyperlink of the associated record.

 Activities

View Map Location of Company

To view the map location of a company, select View Map which is on the far right of the address section.   view map Once the map is displayed, you can get directions to the company by selecting Directions.       Map view

Export

The SalesNOW export functionality allows users to export all or individually selected Company records into a Spreadsheet. The Export functionality is available from the Company List View as well as the Advanced Search. To export all My Companies data simply open the Companies tab and without adding any search parameters click Export at the top right hand corner of the screen. Users can also Export Company data included in a specific standard or Advanced Search. For example, in Advanced Search Users can search for all Companies located in a specific city and Click Export to only export those records that meet this search criteria.

 click export

From the Companies List View and Advanced search, users can also individually check the boxes next to specific records they wish to export. They will see the number of selected records appear at the top of the list. Once all the necessary records have been added they can then simply click Export.

Export

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Leads

Create a new Lead

To create a new Lead go to the Lead Tab. At the right side of the page select New Lead. Within the New Lead page, users need to fill out the General Information and the Custom Fields that have been created. Once all the information has been completed hit Save & Close to bring you back to the Lead Page. Or, the user can select Save & New if they want to immediately add another Lead.

click leads

    Another way to add a new Lead is do add them directly from within the Contact or Company that they will be associated with. For this to work the Contact or Company must already be a record within SalesNOW. The user will go into that Contact/Company record, and scroll down until the see Lead. The user will then simply click new on the right side of the Lead category.

New Lead

 Once the user has clicked new they will be sent to the Lead page of SalesNOW, and because they made the Lead through the Contact record, the system auto-filled the Contact and Company details, and will also name the Lead record. The user will then fill out the rest of the Lead standard and custom information, and hit save & close.

Lead fields

 

Managing Leads

At the top of the Lead page the user will see 3 tabs:

  • My Leads
  • My Secondary Leads
  • All Leads

The My Leads will show all Leads that are associated to that user. The My Secondary Leads will show all secondary Leads assigned to that user. The All Leads will show the user all the Leads in the system, not just the Leads assigned to them. Beneath those 3 tabs users also have the option to see the Active, Inactive, or All Leads. If the user knows the name of the Lead they can simply type in the name and click Search.

Tabs

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Deals

Converting a Lead to a Deal

To convert a Lead into a Deal the user must have the Lead details open. In the top right side of the screen there is the Convert to Deal option. Once that is selected the user will be transferred to the Deal tab with the Converted Lead now being shown as a Deal. Convert

Managing Deals

The main Deal page shares the same information as the Lead page. The Deal Details are very similar to the Lead Details, with a few differences. First of all the Deal does not have a Convert to Deal option. Secondly, the Deal has the following additional info:

  • Stage
  • Probability
  • Close Date

New fields The stage of the Deal shows at what point in the sales process the Deal is currently undergoing. The Stage drop down menu gives the following options:

  • Opportunity
  • Discovery
  • Proposal
  • Committed
  • Closed
  • Lost

Each of these stages are directly related to the Probability. The Probability drop down menu shows the probability percentage for the Deal. When a Stage is selected, the Probability will automatically change to match the Stage. The Probability and the Stage are can also be seen on the users Dashboard page in the sales funnels. When changing the Stage to Won, the system will automatically update the Status to Won, and will allow the user to selct Won Reasons. If the Stage is set to Lost, the Status will automattically be changed to Lost and will allow the user to enter Lost Reasons.

 Stage probabiliyt

 The Close Date represents when the user projects that the Deal will close the deal. To edit the close date the user needs to click the small calendar beside the Close Date line, and select the appropriate date.

 close date

To search from the main Deal page, the user has 4 options:

  • Active – Deals that are in the process of making a deal
  • Won – Deals who have agreed to a deal
  • Lost – Deals who will not agree to a deal
  • All – All Active, Won or Lost Deals

won lost

Append Notes

The Append Notes function allows users to better organize the notes they have made for a specific Lead or Deal. If from within the Deal page they were to log a phone call and add notes to that call, once they click Save they will be given the option to Append Confidential Notes to the Associated Deal/Company.

append

If the user selects Yes then the notes made in the Call Log will also show up in the Company and Deal records. This will help users find Notes faster, rather than needing to go into the Call Log to see the Notes made. The Append Notes will only apply to Calls or Meetings Notes

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iPad

Companies

Companies Overview

Company records in SalesNOW store information about relationships that you have with organizations that would like to track. These Company records may include customers, business partners and even competitors. Companies can be entered manually  or your SalesNOW administrator can import Companies directly into the system. To display a company record, tap the Companies tab in the Tab bar at the bottom of the screen. If the Companies tab is not in the Tab bar, tap the More tab, and then tap Companies. This will display the Companies list. Next, tap the record name to display a specific company record. Company records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes. Company records also store Related Information, such as contact associations, leads, deals, cases, emails, calls, meetings, tasks and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open company record and tap one of the related lists.

Creating New Companies

To create a new company record tap Companies on the tab bar.

  • Tap Add to create a new company record.
  • Enter the company information. (Note: the company name is a mandatory field).
  • Enter any custom information related to the case. (Note: the custom fields will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  • Once you have completed entering all of the data into the company record, tap Save to save this new company record.

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Edit a Company

To edit a Company record simply open the Company record and select Edit at the top right hand corner of the screen. After all of the necessary changes have been made to any standard or custom fields simply select Save.

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How to Search Companies

To search for a Company’s record in the iPad app, open the Companies tab and click into the Search box at the top left hand corner of the screen. Simply type in the full or partial Company name and the results will update the list below the search.

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How to Sort Company Data

To sort Company data simply open the Companies tab and tap Menu followed by Sort By. From here you will see the options to Sort by Company Name (Default sort), City, Zip/Postal Code, Contract Expiry Date, and Owner

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 How to Perform an Advanced Search

The SalesNOW iPad application gives users the ability to perform Advanced Searches. To perform an Advanced Search, open the Company tab and tap the Funnel icon next to the Standard search box. Next, select Add Field, and pick the field that you would like the search against. Users can add additional search fields to refine the search by tapping Add Field. Once the search criteria has been entered users can then select Search.  After a Search has been initiated users will only see those Companies that met their search criteria, also the Advanced Search funnel icon will be highlighted in orange. To clear out the search and show all Companies, simply tap the Advanced Search funnel icon and tap Reset.

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Creating New Deals From A Company

To save time creating a new deal record, you may wish to create the deal directly from the company record. The benefit of this approach is that the system will automatically associate the deal to the company document. (Note: if you would like to also associate this deal to a contact record, you should consider creating the deal directly from the contact record). To create a deal from a company record tap Companies on the tab bar. To open the company for whom you would like to create the deal, tap the company record

  • Tap Menu and then tap New Deal to create a new deal record.

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  • Enter the deal’s information.
  • To associate the deal to a specific contact, tap the Contact field and either:
    • Select an existing contact by tapping the contact name to which you would like to associate.
    • Add a new contact by tapping the +and entering the contact information and then tapping Save

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  • Enter any custom information related to the deal. (Note: the custom fields will not appear if there are no custom fields that have been added on the deal document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  • Once you have completed entering all of the data into the deal record, tap Save to save this new deal record.

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Leads

Leads Overview

Lead records in SalesNOW store information about a potential business opportunity with a contact and/or a company. Once the lead has been qualified as an actual business opportunity, it can be converted into a deal and all the information stored on the lead record will be transferred to the new deal record. Leads can be entered manually or your SalesNOW administrator can import leads directly into the system. Lead records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes. Lead records also store Related Information, such as contacts, companies, emails, calls, meetings, tasks and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open lead record and tap one of the related lists.

Creating New Leads

To create a new lead record tap Leads on the tab bar, tap Add to create a new lead record and enter the lead’s information.

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  • To associate the lead to a specific contact, tap the Contact field and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the deal as well.)
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save
  • To associate the lead to a specific company, tap the Company field and either:
    1. Select an existing company by tapping the company name to which you would like to associate.
    2. Add a new company by tapping the +and entering the contact information and then tapping Save

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  • Enter any custom information related to the lead. (Note: the custom fields will not appear if there are no custom fields that have been added on the lead document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  • Once you have completed entering all of the data into the lead record, tap Save to save this new lead record.

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Quick Lead Entry

Quick Lead Entry gives SalesNOW users the ability to create a new lead, company, and contact record quickly and effectively in one easy step. To create a Quick Lead simply tap Menu in the top left corner of the screen and tap Quick Lead Entry .

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  • To associate the lead to a specific contact, tap the Contact field and type the new contacts first and last name
  • To associate the lead to a specific company, tap the Company field and input the new company information
  • If the user does not type in a Lead Name SalesNOW will automatically name it after the Company Name
  • Once you have completed entering all of the data into the lead record, tap Save to save this new lead record.

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Converting Leads To Deals

Lead records within SalesNOW track information about a potential business opportunity with contacts and/or companies. Once a lead has been qualified as an actual business opportunity, it can be converted into a deal and all the information stored on the lead record will be transferred to the new deal record. To convert a lead to a deal, simply tap Convert to Deal on the right tab bar. Tap Yes in response to the question “Are you sure you’d like to convert this Lead into a Deal?” Make any changes that you would like to this new deal record and then tap Save.

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Deals

Deals Overview

Deal records in SalesNOW store information about actual business opportunities. Deals can be entered manually or can be created by converting a lead into a deal. Deal records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes. Deal records also store Related Information, such as contacts, companies, emails, calls, meetings, tasks and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open deal record and tap one of the related lists.

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Creating New Deals

To create a new deal record tap Add and enter the deal’s information.

  • To associate the deal to a specific contact, tap the Contact field and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the deal as well.)
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save

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  • Enter any custom information related to the deal. (Note: the custom fields will not appear if there are no custom fields that have been added on the deal document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  • Once you have completed entering all of the data into the deal record, tap Save to save this new deal record.

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Edit a Deal

To edit a Deal record simply open the Deal record and select Edit at the top right hand corner of the screen. After all of the necessary changes have been made to any standard or custom fields simply select Save.

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How to Search Deals

To search for a Deal record in the iPad app, open the Deal tab and click into the Search box at the top left hand corner of the screen. Simply type in the full or partial Deal name and the results will update the list below the search.

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How to Sort Deal Data

To sort Deal data simply open the Deals tab and tap Menu followed by Sort By. From here you will see the options to Sort by Deal Name (Default sort), Company, Next Appointment, Close Date, Est. Units, Est. Value, Stage or Owner.

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 How to Perform an Advanced Search

The SalesNOW iPad application gives users the ability to perform Advanced Searches. To perform an Advanced Search, open the Deal tab and tap the Funnel icon next to the Standard search box. Next, select Add Field, and pick the field that you would like the search against.

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Users can add additional search fields to refine the search by tapping Add Field. Once the search criteria has been entered users can then select Search.  After a Search has been initiated users will only see those Deals that met their search criteria, also the Advanced Search funnel icon will be highlighted in orange. To clear out the search and show all Deals, simply tap the Advanced Search funnel icon and tap Reset.

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Cases

Cases Overview

Case records in SalesNOW store information about customer service issues. Each customer case can be tracked from the time that issue is reported all the way to when it is closed. All customer interaction associated with the case can be saved and the final case resolution can be recorded. To display a case record, tap the Cases tab in the Tab bar at the bottom of the screen. If the Cases tab is not in the Tab bar, tap the More tab, and then tap Cases. This will display the Cases list. Next, tap the record name to display a specific case record.

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The Case Number is a unique alpha-numeric case number that is automatically created once a case record has been saved. It displays at the top of the record once the data has been synchronized with SalesNOW on the Web.

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Case records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes.

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Case records also store Related Information, such as contact & company associations, emails, calls, meetings, tasks and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open case record and tap one of the related lists.

Creating New Cases

To create a new case record tap Add to create a new case record. Note that the Case Number will be  automatically created once the case record has been saved. It displays at the top of the record once the data has been synchronized with SalesNOW on the Web. Enter the case’s information. (Note: the case subject is a mandatory field).

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  • To associate the case to a specific contact, tap the Contact field and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the case as well.)
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save
  • Enter any custom information related to the case. (Note: the custom fields will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  • Once you have completed entering all of the data into the case record, tap Save to save this new case record.

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How to Search Cases

To search for a Case record in the iPad app, open the Case tab and click into the Search box at the top left hand corner of the screen. Simply type in the full or partial Case name and the results will update the list below the search.

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How to Sort Case Data

To sort Case data simply open the Deals tab and tap Menu followed by Sort By. From here you will see the options to Sort by Subject (aka Case Name) (Default sort), Status, Type, Due Date, Company, Next Appointment or Owner.

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 How to Perform an Advanced Search

The SalesNOW iPad application gives users the ability to perform Advanced Searches. To perform an Advanced Search, open the Case tab and tap the Funnel icon next to the Standard search box.

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Next, select Add Field, and pick the field that you would like the search against. In this example we will search for all Cases with the Type set to Printer.

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Users can add additional search fields to refine the search by tapping Add Field. Once the search criteria has been entered users can then select Search.  After a Search has been initiated users will only see those Deals that met their search criteria, also the Advanced Search funnel icon will be highlighted in orange. To clear out the search and show all Deals, simply tap the Advanced Search funnel icon and tap Reset.

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Reports

Reports Overview

SalesNOW iPad users are given the ability to create and view reports generated from their critical sales data. Once created, new reports are saved on to the device, are automatically updated with every additional deal, lead or task related to a particular report, and can be easily accessed by visiting the reports module. To edit any given report, simply open the report by tapping it’s name, followed by tapping Edit in the right hand corner.

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The sixReport types offered on the iPad include:

  • Sales Forecast:  this report displays active and closed deals, for either estimated value or estimated units, by month or by quarter for the next 4 months or quarters respectively.
  • Sales History:  this report displays the closed deals, for either estimated value or estimated units, by month by month or by quarter for the last 4 months or quarters respectively.
  • Sales Funnel:  this report displays your choice of the active, won and or closed deals within a specified date range, for either estimated units or estimated value.

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Creating New Reports

To create a new report, Tap Add. Select from the report types which include Sales Funnel, Sales Forecast and Sales History. Select the team or user that you would like to have associated with the report.

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Emails

Emails Overview

Email records in SalesNOW store information from Emails that have been sent from within SalesNOW. The email record stores a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes. Email records also store Related Information, such as contacts, companies and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open email record and tap one of the related lists.

  • This section describes how to:
  • Composing SalesNOW Emails compose a new email from within SalesNOW

Composing SalesNOW Emails

SalesNOW emails can be sent on the iPad from:

  • a Contact record
  • a Company record
  • A Lead record
  • A Deal record
  • case record

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A copy of the email will be saved in SalesNOW and associated to the related contact/company/lead/deal/case record.

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Another way to email a contact using the SalesNOW iPad application is through the Emails tab. To email a contact from within the Emails tab tap Compose at the top left of the screen to create a new email.

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Add your email recipients by tapping either Add To:, Add Cc or Add Bcc and tapping the name of the SalesNOW contact that your would like to email. (Note: only contacts that have an email address stored on their contact record will appear in the list of possible email recipients). Notice that the email will be automatically stored and associated to the contact and company.

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If you would like to associate and store this email against a lead, deal, or case record, tap either the Deal, Lead or Case button and tap the appropriate record to associate to the email.

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Set the priority of the Email and type in the email subject and body

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Tap Continue to Send and then tap Send to send your email

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Tasks

Tasks Overview

Task records in SalesNOW store information about activities such as to-do items and reminders that you want to track through to completion. A task can have a due date, a start date and even a reminder date to help you manage your follow-up on your activities. To display a task record, tap the Tasks tab in the Tab bar at the bottom of the screen. This will display the tasks list. Next, tap the record name to display a specific task record.

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Task records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes.

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Creating Tasks

Tasks that you create within SalesNOW on the iPad will be synchronized with SalesNOW on the Web and your iPad calendar. To create a task within SalesNOW on the iPad, follow these steps:

  1. Tap Tasks on the tab bar.
  2. Tap Add to create a new task record.

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  1. Enter the task’s information.
  2. To associate the task to a specific contact, tap the Contact field and either:
    1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the task as well.)2015-08-05_16-48-44
    2. Add a new contact by tapping the +and entering the contact information and then tapping Save

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  1. Enter any custom information related to the task. (Note: the custom fields will not appear if there are no custom fields that have been added on the task document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  2. Enter any Notes related to the the task.

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  1. Once you have completed entering all of the data into the task record, tap Save to save this new task record.

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Tasks can also be created directly from a Contact, Company, Lead , Deal or Case record. Simply open the contact, company, lead, deal or case record, and tap New Task.

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Personal Setup

iPad Integration

Import Contacts

SalesNOW allows you to import contacts from your iPad Address Book into SalesNOW. This procedure will not only add the contact or company into SalesNOW, but it will also automatically associate the new SalesNOW contact record to its respective company record. To create a SalesNOW contact from your iPad Address Book, do the following: Tap Options on the tab bar. Tap iPad Integration and choose to import a single contact by tapping Import a contact from iPad or all contacts by tapping Import all contacts from iPad.  If you have selected to import a single contact, select the contact that you would like to import by tapping the contact.

Exporting SalesNOW Contacts

SalesNOW allows you to export contacts in your SalesNOW account to iPad Contacts. To create an iPad Contact entry from a SalesNOW contact, choose one of the following: a) Export a single contact by tapping Export a contact from iPad b) , Export all contacts by tapping Export all contacts from iPad. c) Or, if you would like to have SalesNOW contacts automatically exported to iPad Contacts , tap OFF next to Export all New Contacts to turn on automatic exportation.

Import SalesNOW Calendar Entries

SalesNOW allows you to integrate with your iPad Calendar and import these entries into SalesNOW. To create as SalesNow Meeting, Task, 0r Schedule a call from an iPad Calendar entry simply: Tap Import from iPad Calendar. Tap the Calendar entry that you would like to import and tap Add a meeting, Add a call or Add a task. Add additional information to your new meeting, task or scheduled call and tap Save.

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Synchronize Data

Changes made (once saved) to records within SalesNOW iPad Edition are automatically synchronized to SalesNOW WEB Edition. However, changes made to records within SalesNOW WEB Edition are synchronized to SalesNOW iPad Edition only when you login to SalesNOW on the iPad. If you would like to force an immediate synchronization of changes made within SalesNOW iPad Edition, do the following: Tap Data Synchronization >Tap Synchronize! Once SalesNOW on the iPad has been synced with the WEB, the time of the synchronization will appear to the right of Last Synced On in Data Synchronization.

Refresh All Data

Situations may arise when you would like to refresh all of the data within your SalesNOW iPad Edition down to your SalesNOW WEB Edition. For example, if you lose or upgrade your iPad device, you may wish to refresh all of the data from your SalesNOW WEB Edition to your new device. To refresh all of your SalesNOW data, Tap Refresh below “Refresh all data from the server”

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Data Summary & System Log

The data summary feature within SalesNOW provides a summary of the number of records within SalesNOW and the free memory on your device. The system log feature offers the ability to send a detailed system log email to support@salesnow.com to assist with any support questions that may arise.

To access the data summary and system log features within SalesNOW, do the following: Tap Log to view the data summary information that is available. To send a detailed system log to the SalesNOW support team, scroll down the Log and tap Send Log to Support. Enter any additional information into the log email and then tap Send. 

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Geo Lookup For Companies And Contacts

The SalesNOW Geo Lookup function gives SalesNOW users the ability to identify which of their SalesNOW contacts and companies are geographically closest to their own location. This tool can be especially useful for sales and service professionals out in the field who are looking to see which of their contacts and companies are nearest to them as they travel. The Geo lookup can include both the company or contact location and can perform a search which will cover up to 200 miles of the users current location. These locations can then be accessed on the iPad by filtering either the Contacts or Companies records. To turn on and use the Geo Lookup for Contacts and Companies please follow these steps: Tap Location. From this page you will see the option to turn on the Geo Lookup for Contacts and Companies. Switch Enable Geo Lookup to On for either or both of these options. Once turned on both the Contacts and Companies Lookup gives the user the ability to choose the size of the area for the search. By tapping Look within the user can determine the distance from their current location that they would like the Geo Lookup to cover. Distances can be calculated in kilometers and miles with a maximum distance of 200 miles. Please also note that under Contacts the user is also able to determine whether they would like to search for the Work Address or Personal Address of their contacts. Now that Geo Lookup has been turned on, the Look within distance has been determined, and in the case of contacts the user has chosen to search either by the work or personal address, the user is now able to filter their records to see the closest individuals and companies to their current location. To view these records, from either the Contacts or Companies tab. Tap Menu followed by Search Nearby. The user will see, a list of the nearest to farthest Contacts or Companies will appear with the exact distance from your location.

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Switching Users

To switch SalesNOW users on your iPad tablet simply: Tap Security, then Switch User. Tap Yes when asked whether it is ok to proceed with deleting SalesNOW data from the iPad. This will log you out of SalesNOW. Log in to the SalesNOW application once again by tapping the SalesNOW application on your iPad home screen. Finally, Select your language of preference and input your SalesNOW email and password to log in as a new user.

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Contacts

Contacts Overview

Contact records in SalesNOW store information about relationships that you have with individuals that you would like to track. Some of these Contacts may be associated with a Company, and others may not. Contacts can be entered manually or you can import Contacts directly into the system. To display a contact record, tap the Contacts tab in the Tab bar at the bottom of the screen. This will display the Contacts list. Next, tap the record name to display a specific contact record. Contact records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record’s General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes. Contact records also store Related Information, such as leads, deals, cases, emails, calls, meetings, tasks and custom information. To view or edit the record’s Related Information, scroll to the bottom of the page of an open contact record and tap one of the related lists.

Creating New Contacts

To create a new contact record, Tap Add to create a new contact record. Enter the contact’s information. (Note: the contact’s last name is a mandatory field).

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  To associate the contact to a specific company, tap the Company field and either:

  • Select an existing company by tapping the company name to which you would like to associate.
  • Add a new company by tapping the +and entering the company information and then tapping Save

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Enter any custom information related to the contact. (Note: the custom fields will not appear if there are no custom fields that have been added on the contact document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.) Once you have completed entering all of the data into the contact record, tap Save to save this new contact record.

Edit a Contact

To edit a Contact simply open the Contact record and select Edit at the top right hand corner of the screen. After all of the necessary changes have been made to any standard or custom fields simply select Save.

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How to Search for Contacts

To search for a Contact record in the iPad app, users can simply open the Contact tab and click into the Search box at the top left hand corner of the screen. Next, simply type in any part of the First or Last Name of the Contact and the search results will appear beneath the search box.

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How to Sort Contact Data

To sort Contact data simply open the Contacts tab and tap Menu followed by Sort By. From here you will see the options to Sort by Contact First Name, Contact Last Name (Default sort), Company, City, Zip/Postal/, State/Province and Owner.

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 How to Perform an Advanced Search

The SalesNOW iPad application gives users the ability to perform Advanced Searches against Contact records. To perform an Advanced Search, open the Contact tab and tap the Funnel icon next to the Standard search box.

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Next select Add Field, and pick the field that you would like to search against. Users can add additional search fields to refine the search by tapping Add Field. Once the search criteria has been entered users can then select Search.  After a search has been initiated users will see the total number of Contacts that have met their search criteria beneath the search bar, also the Advanced Search funnel icon will be highlighted in orange. To clear out the search and show all Contacts, simply tap the Advanced Search funnel icon and tap Reset.

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Emailing Contacts

To email a contact from within SalesNOW,  open the contact, tap the contact’s name and tap Email to compose a new message.

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Add any additional email recipients by tapping either Add To:, Add Cc or Add Bcc and tapping the name of the SalesNOW contact that your would like to email. (Note: only contacts that have an email address stored on their contact record will appear in the list of possible email recipients). Notice that the email will be automatically stored and associated to the contact and company. Tap either the Deal, Lead or Case button if you’d like to associate the email to a deal, lead or case and select the appropriate record. Type email subject and body. Tap Continue to Send and then tap Send to send your email.

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Creating New Deals From A Contact

To save time creating a new deal record, it is a good idea to create a deal directly from the contact record. The benefit of this approach is that the system will automatically associate the deal to the contact and if the contact is associated with a company, such as Rock Enterprises for example, the system will automatically name the deal record as Rock Enterprises Deal. To create a deal from a contact record, Tap New Deal on the right sidebar to create a new deal record.

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Enter the deal’s information. Enter any custom information related to the deal. (Note: the custom fields will not appear if there are no custom fields that have been added on the deal document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.). Once you have completed entering all of the data into the deal record, tap Save to save this new deal record.

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