In this video, we explain the various action buttons that appear when an up is converted to a lead quote or order. We cover the clone action button, which allows multiple salespeople to receive credit, and the recycle action button, which helps erase mistakes made during the conversion process. Additionally, we discuss the complete action button for saving completion times and reasons for non-conversion.
Standard Operating Procedure for Managing Ups
Key Steps
Understanding Action Buttons 0:00
Action buttons appear in the action button column when an up is converted to a lead, quote, or order.
These buttons assist in managing the ups effectively.
2. Using the Clone Action Button 0:07
The clone action button is represented by an icon with two pieces of paper.
This button allows you to duplicate the up and assign it to another salesperson.
Use this when multiple salespeople sell different product types but will work on the same up.
3. Utilizing the Recycle Action Button 0:33
The recycle action button helps erase the history of the up.
This is useful if a mistake was made, such as converting an up to an order instead of a lead.
Using this button allows you to start fresh with the correct action.
4. Completing the Up with the Complete Action Button 0:52
The complete action button is represented by a check mark.
This button saves the time when you completed working with the customer.
It also allows you to provide a reason for why the up was not converted to a sale.
5. Accessing the History of the Up 1:07
The history action button provides a detailed history of what has happened to the up.
This is useful for tracking the progress and actions taken on the up.
6 Assigning the Up to a Salesperson 1:14
The assign button allows a salesperson to manually assign the up to themselves.
This ensures that the right salesperson is managing the up.
7. Managing Your Ups Effectively 1:24
Each action button is designed to help you manage your ups efficiently.
Familiarize yourself with each button to utilize them effectively.
Cautionary Notes
Be cautious when using the recycle action button, as it permanently erases the history of the up.
Ensure that you have the correct information before completing or assigning an up.
Tips for Efficiency
Regularly review the history of ups to understand customer interactions better.
Use the clone button to save time when multiple salespeople are involved with the same up.