An opportunity tracks a potential sale for a lead or client. This article covers viewing opportunities — browsing the list, filtering it, and reading an individual opportunity's details. Browsing Opportunities Click Sales in the left...
You can configure a discount code to offer a service at a lower rate for a specified date range. This feature works as a limited-time sale on your services. Coupons can be added to an order by setting the info[coupon] API field to a valid coupon...
After you add coupons, you can view, edit, activate, and deactivate them. To add a coupon, refer to the article "Adding Coupons". Coupons belong to a brand. The Coupons page shows the coupons of the brand that you are in. Open the Coupons page Go to...
Ubersmith can receive orders from the Sales Manager when a client signs a service contract, the API, when the order.create API function is called, or an online order form. When an order is received, it is sent to the appropriate order queue. An...
When the module runs, the order fields you set are compared to existing accounts looking for similarities. Select the First Name field, if you want to compare the first name from the current order to your existing clients. Select the Last...
Once a quote exists, the View Quote page is where you manage it: edit its details, duplicate it, manage its service agreement, attachments, services, and comments, and (once signed) view its contract. Note: For creating a quote, see Adding Quotes....
An opportunity tracks a potential sale for a new lead or an existing lead or client. Once a service is sold and its contract is signed, a lead converts to a client and its order is processed. Adding an Opportunity from the Sales Dashboard Click Sales...
Access the Invoices Page From the Ubersmith Dashboard, Click Clients.The Client Manager Dashboard appears. Click View All Clients. The Active Clients page appears. Click the client ID of the client for whom you want to view invoices. The...
Once a client signs a quote, or submits an order form, the order moves into an order queue. Each queue runs its own sequence of steps and actions that provision the order. Access the Order Queues Page Go to Settings > Order Queues. Note: Use...
Once you have created an order queue, you must configure its corresponding order form, so your clients can place an online order. Accessing Order Forms Access the Order Queues page Click Order Forms for the order queue you...