Auto Promote Conversions Button in Settings
Objective:
To understand and utilize the Auto Promote Conversions button in Settings to automatically count conversions when leads or quotes are turned into sales orders.
Key Steps:
Access the Settings section in the system.
Locate the Auto Promote Conversions button, which is represented by a blue box.
Ensure that the blue box is checked to enable the feature.
When a lead or quote generated on a specific day is converted into a sales order on a later date, the system will automatically count it as a conversion if the Auto Promote Conversions button is checked.
It is recommended to keep the Auto Promote Conversions button checked at all times to accurately track conversions.
Cautionary Notes:
Make sure to create leads or quotes as part of the initial interaction with the customer to ensure accurate conversion tracking.
Double-check that the Auto Promote Conversions button is checked to avoid missing out on counting conversions.
Tips for Efficiency:
Regularly review the Settings section to confirm that the Auto Promote Conversions button is still checked.
Train team members on the importance of creating leads or quotes during customer interactions to maintain accurate conversion data.
Encourage team members to convert leads or quotes into sales orders promptly to ensure timely and precise conversion tracking.
