Sales Team FAQs

A1: A status is assigned to each opportunity as it moves through the sales pipeline.  The following options can be applied based on the likelihood of the sale:  Pipeline 25%, Pipeline 50%, Pipeline 75%, Pipeline 100%.  Once the contract is signed, status will change to Signed/Active.

A2: Each project includes an Expenses tab where users can easily add expenses.  Once expenses are added and marked as ‘Billable’ they will be included on the invoice.

A3: From ‘Administration’ tab, click the ‘Resource Administration’ button.  Customer contact information can be entered by clicking the green + button and selecting Internal or External Resource.  To associate a contact with a business unit, access the ‘Business Unit Administration’ tab to establish a new customer entity or business unit.  BusinessTime also provides a notes feature which can be found within each project under the ‘Notes’ tab.

A4: BusinessTime provides a notes feature which can be found within each project under the ‘Notes’ tab.  This is where information such as call notes can be stored.