Sales entities

Managing Sales Entities in Aura ATS - A Comprehensive Guide

Introduction: Welcome to Aura ATS, your advanced Applicant Tracking System designed to seamlessly integrate recruitment and sales functionalities. This guide will provide you with detailed insights on managing sales entities within Aura ATS, empowering you to efficiently organize and track your sales interactions. Whether dealing with clients, prospects, or leads, Aura ATS ensures a streamlined and user-friendly experience.

Prerequisites: Before you begin, ensure that you have the necessary permissions to manage sales entities within Aura ATS. Contact your system administrator if you require access or assistance.

Overview of Sales Entities: Sales entities in Aura ATS serve as the cornerstone for organizing and tracking interactions with clients, prospects, and other stakeholders. These entities can include clients, leads, opportunities, and more, allowing you to maintain a comprehensive view of your sales pipeline.

Key Features:

  1. Client Management: Store and organize crucial information about your clients, including contact details, history, and associated activities.
  2. Lead Tracking: Effectively manage leads by capturing key details such as source, status, and communication history to facilitate informed decision-making.
  3. Opportunity Management: Track and analyze potential sales opportunities, from initial contact to closure, ensuring you stay on top of your sales pipeline.
  4. Custom Fields: Tailor the system to your organization's unique needs by adding custom fields to capture specific information relevant to your sales processes.
  5. Communication History: Maintain a detailed record of all interactions, including emails, calls, and meetings, to provide a comprehensive overview of your engagement with each entity.

Accessing Sales Entities:

  1. Navigation: Log in to Aura ATS and when enabled note menu items on the Main and Add (+) menus to facilitate Sales functions.
  2. Search and Filter: Utilize the search and filter functionalities on listing pages to quickly locate specific sales entities based on criteria such as name, status, or date.
  3. Sorting: Arrange sales entities based on various parameters to prioritize and focus on key interactions.

Managing Sales Entities:

  1. Editing and Updating: Keep information accurate by editing existing sales entities, ensuring that the system reflects the latest developments.
  2. Activity Logging: Record important activities associated with each sales entity, such as meetings, calls, or notes, to maintain a comprehensive history.
  3. Status Updates: Update the status of sales entities to reflect their progression through the sales cycle, providing real-time insights into your pipeline.
Conclusion:  

Congratulations! You now have a comprehensive understanding of managing sales entities in Aura Sales an add-on for Aura CRM/ATS. For additional guidance or support, refer to the detailed help documentation, contact our support team, or explore other features within Aura to enhance your sales and recruitment workflows. Esteemed and the Aura team are committed to providing a robust and user-friendly platform for all your organizational needs in customer and talent acquisition, and the sales process.