Tutorials

Never again lose any prospects. Turn them into revenue!

Open a sale card.
Step
1

Open a sale card.

To open a sale card or a debt card for a prospect approaching you, go to the “Sales” tab and tap the purple “+” button on the bottom of the screen.

Tap
Step
2

Tap "sale action card" or "debt action card".

If the sale was not closed yet, choose “sale action card” otherwise, choose “debt action card”.

Fill in the
Step
3

Fill in the "name" and "phone number" fields or just select from your contacts.

The only mandatory fields here are “name” and “phone number”. Other fields like -“service to be provided” and “source” are optional, but will allow BizCompass to show you more valuable analytics to act on.

Choose the
Step
4

Choose the "sale status".

BizCompass is built to make you act, so cards are categorized by the next action you need to perform on them. If you still don’t have all the information required to give the prospect a proposal, your next action with this prospect is “define needs”. If the needs are defined and you are ready to make this prospect a proposal, choose “make a proposal”. If you already made this prospect a proposal and what’s left is closing the deal, then choose “close deal”. Tap “save” at the top of the screen and that’s it.

Tap the card in the sales tab to open it for editing, and change the
Step
5

Tap the card in the sales tab to open it for editing, and change the "sale status".

When you act on the prospect and move the sale forward, you need to update the sale card. Don’t forget to save.

Step
6

"Sale status" shortcuts.

Swipe the sale card to the right to reveal the “won” and “lost” shortcut buttons, to quickly update the sale status.

Additional shortcuts.
Step
7

Additional shortcuts.

Swipe the sale card to the left to reveal the “snooze” and “call” shortcut buttons.

To enter a payment, tap the card in the Sales tab, and click
Step
8

To enter a payment, tap the card in the Sales tab, and click "Add Payment".

As closing the sale means nothing without actually collecting the money, BizCompass also manages the collection, categorizing the cards by the next action to be performed: “issue payment demand” and “collect payment”.

Payment clearance.
Step
9

Payment clearance.

If the payment is not in cash, please indicate it by turning off the blue toggle. Choose the date you expect the payment to be cleared and BizCompass will remind you to verify with your bank that the payment is actually cleared.

BizCompass will update your revenue only when you mark the payment as cleared.
Step
10

BizCompass will update your revenue only when you mark the payment as cleared.

Sign in and start your 30 days free trial right now!
Step
11

Sign in and start your 30 days free trial right now!

Don’t just take our word for it. Start using BizCompass today and see for yourself how easy and convenient it is to run your business in a way that gives you control, relaxation and increased profits.

During the free trial period you get access to everything. No holding back.

If after the trial you don’t feel you get massive value out of managing your business with BizCompass, just don’t purchase the subscription. We charge nothing in advance!