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.
If the sale was not closed yet, choose “sale action card” otherwise, choose “debt action card”.
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.
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.
When you act on the prospect and move the sale forward, you need to update the sale card. Don’t forget to save.
Swipe the sale card to the right to reveal the “won” and “lost” shortcut buttons, to quickly update the sale status.
Swipe the sale card to the left to reveal the “snooze” and “call” shortcut buttons.
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”.
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.
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