What is the button with a thermometer icon and a small down arrow?
Throughout CompleteEmpire, for example the Opportunities view, you will see a that a thermometer button is present. Use it to quickly filter and view previously tagged Hot, Warm or Cold opportunities, leads or enquiries within the filtered results of your search. Using the filter will enhance your experience and focus your work on those most important opportunities.
Select to view by status in the grid view, Any, Hot, Warm or Cold
- Click to open the drop down box when in a grid view to only display those records with the status selected. ie if you choose Hot then only opportunities/leads tagged as hot will be displayed.
Note the search criteria selected in the Search Panel still apply.
Using the 'temperature' tool to tag your opportunity or enquiry
- Whenever the temperature icon is present click to open the drop down box.
- Choose the applicable status or update the current status as necessary.
Opportunity leads to Enquiry both can be quickly catagorised as
Hot Leads
- Wants your services and are ready and willing to progress.
Warm Leads
- Has been qualified, important questions and facts recorded and the opportunity can be assigned to a particular work area or department. Can be a recommendation or qualified by another department or associated business
Cold Leads
- Unqualified and further questions need to be asked and verified. Are likely to be a recommendation, or someone looking for what you provide i.e. a cold caller
Apply your own corporate categorisations as necessary using Lookups. How to Create and Edit a Lookup
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