Pipeline

The Pipeline settings allow you to define the stages of your sales pipeline, which represent the progression of potential customers from initial contact to closure. You can add, edit, or remove stages to tailor the pipeline to your specific sales process.

Lead Stages

Within the Pipeline settings, you can manage the lead stages, which represent the steps in the lead nurturing process. You can create custom lead stages, such as New Lead, Qualified Lead, Hot Lead, and Ready for Conversion, to track the progress of potential customers through the early stages of your sales pipeline.

Deal Stages

The Deal Stages settings allow you to define the stages of your deals pipeline, which represent the progression of potential deals from proposal to closure. You can create custom deal stages, such as Negotiation, Approval, Closed-Won, and Closed-Lost, to track the advancement of deals through the sales cycle.

Sources

The Sources settings enable you to manage the sources from which leads originate, such as website, referral, email, or social media. You can add, edit, or remove sources to accurately categorize the origination of your leads and gain insights into your marketing efforts.

Labels

The Labels settings allow you to create and manage custom labels to categorize and organize your leads, deals, and contacts. You can assign labels based on various criteria, such as industry, location, or product interest, to enhance organization and facilitate targeted communication.

Contract Type

The Contract Type settings enable you to define the types of contracts used in your business dealings. You can create custom contract types, such as Sales Agreement, Service Agreement, and Non-Disclosure Agreement (NDA), to accurately categorize your contracts and maintain consistency in contract management.

By configuring these CRM settings, you can tailor the AML Pulse CRM system to suit your unique business processes, optimize sales pipeline management, and enhance customer relationship management.

Leads Table

The Leads table displays a list of your leads in a tabular format. Each row represents a single lead and includes the following information:

• Name: The name of the lead.

• Subject: The title of the lead.

• Stage: The current stage of the lead in the sales pipeline. Possible stages include New Lead, Conversion, Follow-Up, and Closing.

• Users: The staff member assigned to the lead.

• Manage: A menu with two options: View and Edit.

Viewing Lead Details

To view the details of a specific lead, click on the “View” option under the “Manage” dropdown menu. This will open a new window with detailed information about the lead, including:

• General: Provides an overview of the lead, including name, subject, stage, users, and creation date.

• Sources: Lists the sources from which the lead originated, such as website, referral, or email.

• Tasks: Displays a list of tasks associated with the lead, including due dates and completion status.

• Discussion: Allows for internal communication and collaboration regarding the lead.

• Notes: Provides a space for adding notes and comments about the lead.

• Files: Enables uploading and managing files related to the lead.

• Call Reports: Logs details of call interactions with the lead.

• Activity: Displays a timeline of recent activities related to the lead.

Editing Lead Details

To edit the details of a specific lead, click on the “Edit” option under the “Manage” dropdown menu. This will open a new window where you can modify the lead’s information, including name, subject, stage, and assigned user.

Managing Leads

The Leads tab allows you to effectively manage your sales pipeline by:

• Tracking lead progress: Monitor the movement of leads through the sales pipeline to identify opportunities and bottlenecks.

• Assigning leads: Assign leads to specific staff members based on their expertise and availability.

• Viewing lead details: Access comprehensive information about each lead to make informed decisions.

• Communicating and collaborating: Utilize discussion threads, notes, and call reports to collaborate with team members and stay updated on lead progress.

• Managing tasks: Assign and track tasks related to each lead to ensure timely follow-up and action.

• Attaching files: Upload and manage files relevant to each lead, such as proposals, contracts, or supporting documents.

• Reviewing activity history: Track recent interactions and activities associated with each lead to stay informed and make informed decisions.

Contracts Table

The Contracts table displays a list of your contracts in a tabular format. Each row represents a single contract and includes the following information:

• Number: The unique identifier for the contract.

• Subject: A concise description of the contract.

• Client: The name of the customer associated with the contract.

• Contract Type: The type of contract, such as Sales Agreement, Service Agreement, or Non-Disclosure Agreement (NDA).

• Contract Value: The total value of the contract.

• Start Date: The date on which the contract becomes effective.

• End Date: The date on which the contract terminates.

• Manage: A dropdown menu with two options: Download Contract and Edit Contract Details.

Downloading Contracts

To download a specific contract, click on the “Download Contract” option under the “Manage” dropdown menu. This will initiate the download of the contract document in PDF format.

Editing Contract Details

To edit the details of a specific contract, click on the “Edit Contract Details” option under the “Manage” dropdown menu. This will open a new window where you can modify the contract’s information, including subject, client, contract type, contract value, start date, and end date.

Managing Contracts

The Contracts tab allows you to effectively manage your customer contracts by:

• Storing contracts electronically: Securely store and organize all your contracts in a centralized location for easy access.

• Tracking contract details: Maintain accurate records of contract terms, including subject, client, type, value, dates, and associated documents.

• Downloading contracts: Easily access and download contract documents in PDF format for sharing, printing, or reference.

• Editing contract details: Make timely adjustments to contract details as needed to reflect changes in terms or agreements.

Deals Dashboard

The Deals dashboard displays a summary of your deals in a tabular format. Each row represents a single deal and includes the following information:

• Name: The name of the deal.

• Amount: The total value of the deal.

• Stage: The current stage of the deal in the sales pipeline. Possible stages include Negotiation, Approval, Closed-Won, and Closed-Lost.

• Tasks: The number of outstanding tasks associated with the deal.

• Users: The staff member assigned to the deal.

• Manage: A menu with two options: View and Edit.

Viewing Deal Details

To view the details of a specific deal, click on the “View” option under the “Manage” dropdown menu. This will open a new window with detailed information about the deal, including:

• Overview: Provides a summary of the deal, including name, amount, stage, users, and creation date.

• Timeline: Displays a chronological timeline of events related to the deal, such as proposal submission, negotiation milestones, and closure date.

• Products/Services: Lists the products or services included in the deal, along with their quantities and pricing.

• Contacts: Lists the key contacts involved in the deal, including their names, roles, and contact information.

• Communication: Allows for internal communication and collaboration regarding the deal.

• Notes: Provides a space for adding notes and comments about the deal.

• Documents: Enables uploading and managing documents related to the deal, such as proposals, contracts, and invoices.

• Activity: Displays a timeline of recent activities related to the deal.

Editing Deal Details

To edit the details of a specific deal, click on the “Edit” option under the “Manage” dropdown menu. This will open a new window where you can modify the deal’s information, including name, amount, stage, assigned user, and associated products/services.

Managing Deals

The Deals tab allows you to effectively manage your sales pipeline by:

• Tracking deal progress: Monitor the movement of deals through the sales pipeline to identify opportunities and potential risks.

• Assigning deals: Assign deals to specific staff members based on their expertise and availability.

• Viewing deal details: Access comprehensive information about each deal to make informed decisions.

• Communicating and collaborating: Utilize communication threads, notes, and documents to collaborate with team members and stay updated on deal progress.

• Managing tasks: Assign and track tasks related to each deal to ensure timely follow-up and action.

• Attaching documents: Upload and manage documents relevant to each deal, such as proposals, contracts, invoices, and customer correspondence.

• Reviewing activity history: Track recent interactions and activities associated with each deal to stay informed and make informed decisions.