Internal SQ Digital

This guide will provide you with step by step instructions on the New Opportunity process in Accelo. 

The steps will be in the format of role/which department the step is for followed by the details. 

1. SALES – Upon receiving a new opportunity gather all the client contact and company details
2. SALES – Now create a company and contact in Accelo with the details gathered
3. SALES – Create a new sale as described:
   • Find Company – Search for and select the company you just added
   • Sale Title – Summary of the opportunity based on what’s currently know about it
   • Contact – This should be preselected to the contact you just added
   • Salesperson – This should be set to the salesperson managing this opportunity
   • Type – You should select “New Opportunity”
   • Progression – This will default to “Lead”
   • Created – This date should be set to when the first contact was made about the opportunity. In most cases, this won’t need changing.
   • Comments – Any extra relevant information about the opportunity should be added
   • Tags – Add a tag if the ‘Lead’ is from a networking/exhibition event
4. SALES – Once you click create sale you will be asked for the following details
   • Lead Source – Select from the dropdown if applicable or select other and enter the lead source
     
   • How lead heard about SQ Digital – Select from the dropdown if applicable or select other and enter how the lead heard about SQ Digital
5. SALES – Once you begin fact finding move the progression to “Fact Finding”
6. SALES – Once the lead has been qualified, move the progression to “Lead Qualified”
7. SALES – Do the following depending on if the lead has been successfully qualified or lost.
   • SUCCESSFULLY QUALIFIED – Convert the opportunity to the type of sale it is. Once the sale type is changed you should follow the process for that sale type. For example, convert the sale type to a new website.
   • LOST – Change the status to “Lost”