How to start using Sales System

Feel free to call Internet Man at 714-368-1500 for orientation. We’re here 9 to 5, Pacific Time. In the meantime, here are the set up instructions for your system:

Step 1 - Log in as Administrator and enter your salesmen (users)

1. Go here and log in.
2. You will see the sales statistics page. Disregard this for now. Click on the Administration tab.
3. Click Add New Salesman
4. Fill in the form. The key fields are work name (single word / no spaces), status (active), and security (set to Level 3).
5. Enter everyone who will be using the system.
6. Once all your people are in the system give each one their username and password.
7. Instruct them to set the home page of their browser to the log in screen above.

Step 2 - Entering a Lead in to the System

1. Click Main Menu.
2. Click Add Lead
3. You will see the lead screen. This screen is divided into 3 sections. Each section has its own table in the database. The three sections are Lead, Contact Information, and Ticklers (reminders).
4. Fill in the lead section. Fill in the Lead Title, Sales Notes (description of the lead). These fields are mandatory. The remaining fields are optional.
5. Fill in the contact section. You are building a contact database with each lead.

a. If the contact is new, set contact drop down list to new and fill in the section.
b. If you have already entered the contact, set the contact drop down menu to the contact (filling in this section is not required).

6. Fill in the Tickler (Sales Reminder) section if you want. You will use this section to set reminders for yourself and your people - things like phone calls, meetings, memos, etc.
7. Scroll to the bottom of the screen and click Add Lead and Close.

Step 3 - Working Leads in the System

1. Click Main Menu
2. Click Active Leads
3. This is the Active Leads Screen. Leads are listed in Status order with the hot leads on the top. To work (edit) a lead, click the blue edit ball.
4. You'll want to update your leads regularly. For example, you'll want to change the Status and Cycle fields often. You'll also want to add sales notes.
5. To print the lead, click the print page button. Then go file and print.

Step 4 - Adding a Task to the Lead

To set a task for a lead, follow these steps:

1. Go to the lead.
2. Scroll to the bottom of the page.
3. Fill in the task date and time.
4. Enter the task type.
5. Enter the salesman (to execute the task)
6. Set Calendar on or off depending if you want this task to go on the calendar.
7. Click Update Lead and Quit

Step 5 - Editing a Task

1. Go to the lead
2. Go to the Sales Reminder section and click the blue edit ball
3. Make changes to the task
4. Click Update Tickler
5. Click the Return tab

Step 6 - Working the To Do List

- All tasks assigned to leads should be worked regularly.

1. Click To Do List
2. These are the sales tasks assigned to you. Click the blue edit ball.
3. Execute the task.
4. Update the task with detailed information. Here are some assignments:

a. Set for is the salesman assigned to complete the task. You may reassign the task.
b. Status is pending or complete.
c. Archive is set to active. If set to archived it will remove the task from the lead.

5. Click Update Tickler

Step 7 - Closing a Sale

1. Go to Active Leads
2. Click the blue edit ball
3. Enter the close date
4. Set cycle to Deposit Paid
5. Set $Value to the approximate value of the sale. If you don't know, set it to 1.
6. Click Update Lead and Quit

Step 8 - Archiving a Lead

- You'll want to keep only viable leads in the system. If you close a sale, or a lead goes dead, archive the lead. Follow these steps:

1. Go to Active Leads
2. Check the box (in the Edit Column) of the leads you wish to archive
3. Click Archive Selected.

Note: You can always activate a closed lead. Do that as follows:

1. Click Lead Archive
2. Click the orange Activate ball.

That's a basic overview of the system. If you have any concerns, issues, or suggestions feel free to email me back or call us at 714-368-1500 PST.