First Steps in SELLSATION

1. Create new projects, customers, contacts with the central "+"

The central "+", which you will find at the top left of every page next to the main menu, is divided into two parts. If you click on the blue "+", the context-dependent action on the opened page opens directly.

For example, if you are on the project overview, a mouse click opens the window for creating a project.

If you click on the down arrow, several options open up. Projects, customers, contacts, tasks and activities (appointments, calls, notes and other activities) can always be created here, regardless of which page you are on.

The context-dependent action is marked with a blue “+”. In the project overview, this is the creation of a project.

If you create projects with the central “+”, you can create projects and customers in one step or create projects for existing customers. In our example we show a SELLSATION version where you can create both corporate and private customers.

The administrator can specify whether there are corporate and/or private customers in your system or change the order of selection when creating projects. You can find more information on this in the article: How to map your data in SELLSATION - creating information fields for customers, projects and contact persons.

At the top right (see marking in the image below) you now have the choice of whether you want to create a project for a new corporate customer or a new private customer, provided that both corporate and private customers are configured in your system. You can also create a project for an existing customer. The selection is saved by user.

A duplicate check is also carried out when entering new customers.

If there are several customer relationships or there is user-defined customer or project information on the first page of the detailed view, you also have the selection “Show more”, then these fields are also displayed in the first tab of the entry screen. This selection is saved by user.

If you click on “Show more” in our example above, other customer relationships will also be displayed - if you have configured any.

The project, customer and account person creation screen can have several tabs (see marking). Tabs that contain mandatory fields are marked with a red star. Administrators can define fields and mandatory fields. You can find more information on this in the article: How to map your data in SELLSATION - creating information fields for customers, projects and contact persons.

All fields can be selected in the creation screen, or you can also do this in the detailed view. However, mandatory fields must be filled in when creating the project.

If you click on the save button when creating the project, the project is created in the first phase of the visible and selected sales process; you can also change the sales process (see image below, upper marking).

Alternatively, you can also click on the “>>” symbol and move the project directly to the desired phase and also change the sales process or the project consultant (see image below, lower marker).

If you want to create projects for existing customers, select the existing customer. However, you can also create new customers for a project using the "+" marked with an arrow. In this case, the customer creation screen opens.

When you create a project and/or a customer, you can use the “Open detailed view afterwards” function (see marking in the image below) to switch to the detailed view directly after creation. This selection is saved for the user, which means you do not need to make it again each time.

2. Editing customers, projects and contacts in the detailed view

2.1. Editing with the Edit button

Information fields can be edited directly using the inline mode.

To do this, click on the Edit button contained in the detail views or navigate with the mouse arrow over the field to be edited and click on the edit symbol icon that appears.

You can now edit the information fields in all tabs of the detailed views. Then press the Save button at the top right.

2.2. Alternative: Editing with the menu buttons

In SELLSATION you will find menu buttons in various places, where all functions for the respective area are summarized.

You will also find menu buttons with context-dependent functions in the project, customer and contact person detail views:

If you open the menu button for customer data, the following functions appear:

If you click on Edit in the menu button for customer data, you can, for example, edit all customer data, assign tags, view and edit privacy settings for e-mail campaigns, etc.

3. Important operating elements in the detailed view

A: The central “+” and the “+” next to the customer name

With the central “+” and the “+” next to the customer name, you can create new projects, new customers and contact persons, tasks and activities (appointments, calls, other activities and notes) in the detailed view. If you are in the detailed view, the open customer or project is already preselected.

B: Here you can switch between the different projects of the customer or directly to the customer in the detailed view.

C: Here you can see in the project detail view which phase the project is currently in (blue phase) or which phases the project has already been in (green phases). If you click on the pipeline, the phase change box opens.

D: Here you can switch between the areas “Activities” (all activities at the customer or project), tasks and files.

E: Here you can create new notes, appointments, calls, other activities, files, e-mails, phase shifts and tasks.

F:Here you can determine the visibility of contact person activities in the customer or project timeline, define the sorting of contact persons, add contact persons to the customer or project and show or hide the contact persons on the first page using the arrow on the right.

4. Search

4.1. Global search, which takes you directly to the detailed view

You can use the global search to search for projects, customers and other elements.

You can use the cogwheel to set which entities you want to search for.

4.2. Example: Search for projects only

If you only want to search for “Projects”, please click on the cogwheel and select only “Projects” or “Commissions”. The selection is saved.

4.3. Alternative: Search in the project overview

Using the search field below, you can see the search results displayed in the sales project overview and other overviews (customers, contacts) and then go to the detailed view.

5. Card and list view

5.1. Switching between card and list view

In the sales projects view, you have the choice between the Kanban board (card view) or the list view.

With the highlighted button, you can switch between the Kanban Board (card view) and the list view.

Kanban Board (card view)

The Kanban Board shows all sales projects in a sales process by status/phase. Projects can be moved using drag & drop.

List view

In the list view, the sales projects are displayed in the selected phase. Projects can also be moved here using drag & drop.

5.2. Sorting in the card view

You can use the button on the right to define the sorting in the Kanban Board. Sorting: If you click once on a selection (e.g. volume), the sorting is from bottom to top; if you click twice, the sorting changes from top to bottom.

5.3. For administrators: Selection of information in the views

A user with administrator rights can define the information displayed in the Kanban Board in the tiles and in the list view in the administration under Customer data/Overview.

Administration/Customer data/Overview/Card view (Kanban Board)

Administration/Customer data/Overview/List view

Here you can move the desired information from the left-hand area to the right-hand area and also specify the order in which the information is displayed.

6. Personal settings

Next to your name, in the black bar at the bottom left, you can access your personal settings using the blue cogwheel (see marking). Please note that you can expand and collapse the black bar with the highlighted symbol at the top.

6.1. Changing the password

You can change the password here.

6.2. Changing the language, number, date and time format

Here you can change the language, number, date and time format.

6.3. Selecting the start page

Under the personal settings at the bottom left of the cogwheel next to your name, you can define the start page. In some cases, it may be useful to define the customer overview as the start page.

6.4. Selecting the screen scaling or the size of the displayed content

In the personal settings at the bottom left of the cogwheel next to your name, you can change the screen scaling and thus set the size of the content displayed.

If you have any questions, please do not hesitate to contact us at support@sellsation.com - we look forward to your feedback!

Articles in this section

1. Create new projects, customers, contacts with the central "+"