0:00 Sales Settings Review: Service Lines
1:00 Sales Settings Review: Lifecycles
1:12 Careswitch Sales Stages
1:30 Custom Sales Statuses
2:10 Sales Table Review
2:44 Sales Lead Filtering
3:20 Creating a New Service Lead
3:53 Internal Notifications for Sales
4:13 Updating and Managing Existing Sales Leads
5:00 Sales Lead Stage Impact on Scheduling
Sales Management How-To Guide
Sales Settings Review:
Service Lines: Navigate to settings and then to "service lines"
These represent the options available for sale by the agency. Service lines are the basis for the sales cycle. This system allows for the tracking of upsell service leads alongside net new client service leads.
The default service will be used for new sales leads to start but can be changed at the individual lead level.
For more information on creating and managing service lines, click "support," then "help," then find the "services and care planning" collection. There is both a video and a guide available for the Basics of Service Line Management.
Lifecycles: Go to settings and then "lifecycles," then "services". These are the stages and custom statuses used to manage a sales lead.
The stages are static and predetermined and include: opportunity, qualification, development, decision, enrollment, active, transition, paused, or inactive.
Statuses within each stage can be customized.
Default template statuses are available, and each can be edited by clicking the three dots and then changing the name, description, or color. You also have the ability to delete statuses.
New custom statuses can be added to a stage by clicking the plus sign by the stage name and then labeling the new custom status with a name, description, and color.
Sales Management Table
Navigate to "sales" on the left toolbar.
The sales management table view allows you to:
Sort by columns such as service line, care recipient, primary contact, stage, status, start date, service lead, last update, and date created.
View leads within a specific stage by selecting the stage at the top.
Control which columns are displayed.
Filter by a specific status.
Search for a specific lead.
Creating a New Service Lead
Click "Create Service" in the top right corner.
Choose whether to create a new service for an existing recipient or a new one.
For existing recipients, select them from the dropdown or begin typing their name.
To create a new recipient, click "Create New Recipient," and enter their first name, last name, phone, email, and address.
You can share and update internal team members by typing an activity post and selecting a team member to notify of the new lead. Notifications are determined by each user's profile notification settings.
Managing an Existing Lead
Click on an existing service in the service line column to manage the lead.
From the Service Detail Page:
Under "Properties", you can click on the current status to update it to a new status and therefore move it forward in the sales process.
Select an anticipated start date, if desired.
Click on the service next to "category" to change the service line template if this service being sold is not the default service.
Scheduling Note:
If a lead is in any of the sales stages (opportunity, qualification, development, or decision), you cannot schedule services for it. The lead must be moved into a client stage (starting with enrollment) before scheduling can occur.