Logo Logo Logo Logo
Light
Dark
Sign In

Sales and Opportunities

4.4
created at 3 years ago
students 1709
hours 01:30

Overview

This course will teach you about the core configuration options relevant to tracking Opportunities in HaloPSA. You will also be introduced to dashboards within Halo & will follow a worked example of amending the Opportunity Workflow - what you learn here will be applicable to all Workflows in HaloPSA.

What you will learn

  • Key terms relevant to Opportunities.
  • How Opportunities are raised & subsequently tracked.
  • How workflows are amended.
  • How dashboards are created.

    • Requirements

  • Understanding of Service Desk configuration options,
    • Go to Course

    Contents

    Introduction
    Opportunities
    Opportunity Configuration
    Creating Opportunities
    Tracking Opportunities
    Pipeline Stages
    Worked Examples
    The Opportunity Workflow
    Tracking Sales Metrics
    Advanced Configuration
    Sales and Opportunities - End of Unit Quiz
    Dynamic Field Visibility and editing fields on Leads/ Opportunities