Preparing Inperium Sell for launch
Before users can start working with Inperium Sell, administrators have to configure a couple of common product settings. Follow these steps to add first pipelines and products.
Being an administrator, you have extended permissions and can configure Inperium Sell. To access settings, select Product settings on the left navigation bar. Regular users don’t have access to these settings.
A product is any article or service your company offers. For example, violins or flutes. Services such as renting an instrument or repairing are also considered products as they have a certain price associated with them.
In Inperium Sell, you can create as many products as your company needs. Inperium users can’t add new products themselves. When creating deals and quotes, they’ll choose the products from the list you created for them.
To add a new product:
- Jump to the Products page and select Create.
- Complete information about a product or service your company offers, specify its name, add an interal index if necessary, price, and cost.
For example, violins, flutes, harps, drums, etc.
Inperium Sell enables you to track the deal progress — users move deals from one stage to another along the sales pipeline. You can learn more about the pipeline concept here. As Inperium administrator, you can add as many pipelines as the company needs. Users will create deals and place them in one of the pipelines you created.
To create a pipeline:
- Select Create on the Pipelines page, provide a name.
- Drill down to the newly created pipeline and select Add a stage: enter a stage name and “win probability”.
Now, you are good to go. Time for a short coffee break!