Plan Your First Deal
When you access SalesShaper for the first time, you may (1) click on the PLAN NOW button from the landing page to get started.
You will start by creating a new lead on SalesShaper.
On the 'Add or select an account' screen, (2) enter the name of your first lead into the "New Account Name" field.
Then (3) click NEXT.
The system will then check if there is any existing account of similar names.
Since you are creating your very first lead, there should be no similar account name found. (4) Click NEXT to continue.
On the next screen, (5) enter all details about the new lead account, such as the registration number, phone number, address and more.
When you have reached the Contacts section, (6) click 
to add at least one contact for this lead.
Note:
You can choose to either add a contact manually, or import a contact from your phone's address book.
If you select "ADD NEW CONTACT", you'll need to enter the contact's first name, last name, title, phone number, mobile number
and email address into the given fields. Press OK to save this contact details.
If you select "IMPORT FROM ADDRESS BOOK", you will be navigated to select a contact from your address book. Once a contact is selected, you can further update his/her details before saving.
If you have added multiple contacts for the account, choose one as the default contact by checking its "Default contact" checkbox.
Then, on the Lead Generation Information section, (7) click on the selection field at "Lead acquired from" and select whether the lead is
acquired from Inquiry or Cold Call.
Then, (8) choose a source from "Source". You can also (9) enter the account background into the "Customer Background" text area.
Then, (10) press OK to create the lead account and proceed to the next step.
Note:
If you select Inquiry as the lead acquired method, you can choose any of the following as the source:
Google Search, Email, Events, e-Marketplace, Facebook, Website
On the contrary, if you select Cold Call, you'll get the following options for source: Yellow Pages MY, SME Directory, Panpages.my, Manager's List, Matrade Directory, SME Corp. Malaysia
You will come to the following screen to add a new deal.
(11) Enter the new deal name and its amount.
You may (12) leave the status as "Hot" and (13)
stage as "Approaching".
Next, (14) select a date that you expect to close this deal at "Expected Closing Date".
You can add the products or services that you are selling for this deal at the Products/Services interested in section.
(15) Click to add a product or service, and (16) enter a quantity that you are selling.
After you have added the products, you are given a choice to (16) enter any additional information about the deal in the Journal Update area.
You can also (17) upload files and documents if you want, by tapping on the upload icons.
If you need your manager's attention about this new deal, (18) check the "Need manager's attention" checkbox.
(19) Click NEXT to continue.
On this screen, you can create an action that is associated to the new deal, for example, to follow up with the client.
(20) Enter the action name, (21) select its type, and
(22) choose a due date for the action.
If you are creating an appointment action, you'll need to provide the location of the appointment too.
Note:
If you select "Appointment" as your action type, the "Location" field will appear as in the image below.
By default, if the lead's address is not empty, it will be prefilled into the "Location" field. You can tap the EDIT button to change it if you want.
Next, (23) select a reminder option for the action so that you will be notified when it is time for you to complete the action. For example, if you set "5 minutes before" as the reminder option, you'll receive a notification about the action five minutes before the action dues.
If you wish to send a reminder email about the action to the lead's contact, (24) toggle 
for
on the "Enable Customer Reminder" option.
Note:
If you enable the "Enable Customer Reminder" option, you'll need to select when the reminder email will be sent on the
"Send Customer Reminder" selection, key in the recipient email addresses into "Email to" and "CC" fields,
and enter the email subject and content on the last two fields.
Note that the email address of the lead's default contact will be prefilled into the "Email to" field.
(25) Click NEXT to create your new action.
Your new deal has been created, and you can go to Deals and view your Sales Pipeline.
Up next, you can complete the new action (when you have performed it) or check in the appointment (if you have created an appointment action earlier), post your daily progress and updates on journal, until the deal is done.
Did not find an answer to your question? Write to us at support@salesshaper.com