CRM
Use CRM to manage your business' relationships with clients and potential clients, build healthy pipelines, and identify the right opportunities for your organization. You can monitor your and your business' interactions with existing clients, identify prospects, create pipelines and pipeline-related activities, and perform twelve-month summary forecasts. These will help improve sales, boost profitability, and enhance customer service.
Pipelines
Use the Pipelines module to manage your new business-related pipelines using multiple parameters, including the employee responsible, resource, contact, probability, status, stage, potential revenue, rating, and more. You can create or duplicate pipelines as well as add contacts to pipelines.
My Activities
Use the My Activities module to monitor pipeline activities assigned to you. In this module, you can also add new pipeline activities, add the next activity, update activity information, and display the prospect card where you can perform client- and prospect-related tasks.
Clients & Prospects List
Use the Clients & Prospects List module to add prospects to WorkBook, as well as new business opportunities for existing clients. You can also add new pipeline activities, deactivate clients and prospects, and display the prospect card where you can perform client- and prospect-related tasks.
12-Month Summary Forecast
Use the 12-Month Summary Forecast module to view projected payment plans, approved price quotes, and work-in-progress (WIP) postings for the next 12 months. This submodule also displays the month-by-month breakdown of jobs and pipeline projects.
Resource Search
Use the Resource Search module to filter or perform searches based on prospect and activity data.
All Activities
Use the All Activities module to monitor all pipeline activities. You can also add new pipeline activities, add the next activity, update activity information, and display the prospect card where you can perform client- and prospect-related tasks.
Pipeline Log
Use the Pipeline Log module to view the changes by resource, employee responsible, date range, updated item, and the employee who made the update. In this submodule, you can display the pipeline card where you can perform pipeline- and activity-related tasks.
- Related Topics:
- Converting Pipelines into Jobs
You have the option to break down Gross Revenue into Gross Revenue hours, Gross Revenue purchases, and cost of purchases in the Pipeline Details tab ( ) for a more granular way of tracking Price Quote values. - Procedures
Use the procedures in this section to complete the task necesary to effectively manage your clients and potential clients. - Fields and Options
This section provides information about the fields and options in the activity, prospect, pipeline, and contact cards.