Sales

Sales (the cxSale tile) helps the consulting team never miss a prospect: people who leave their details via Zalo, the website form or the Zalo Mini App land in one list and are assigned to a consultant until they book or buy.

Open the Sales module

After you sign in, click the Sale tile on the module screen.

The Sale tile on the module screen

If you are already in another module, no need to go back: click the grid icon (System modules) in the top bar and pick cxSale.

Who uses it

Consultants, telesales, sales team leads.

What you can do

• View and follow up on the lead list.
• Receive new leads from Zalo, website forms and the Zalo Mini App.
• Handle tickets assigned to you.
• Track sales opportunities until closed.
• See the conversion overview report.

Menus in this module

The left-hand menu is split into groups. The numbers in the picture match the numbered groups below; names in bold match the software.

Sales module menu

1. Dashboard

Menu	What it is for
Dashboard	New leads, converted leads, consulting performance.

2. Consultation

Menu	What it is for
Lead	People who are interested but not yet customers (patients).
Zalo leads	Leads coming from the Zalo channel.
Assigned tickets	Prospects assigned to you to follow up.

3. Form leads

Menu	What it is for
Zalo Mini App	People who left their details through the clinic's Zalo Mini App.
Website form	People who filled in the sign-up form on the clinic's website.

4. Extended

Menu	What it is for
Opportunity	Sales opportunities in progress and the stage of each.

5. Report

Menu	What it is for
Overview	Overview report of leads and conversion.

Can't see the cxSale tile?

This module depends on the clinic's subscription plan and needs account permission. If you can't see it, ask your clinic manager to check.

Everyday tip

Call new form leads back as soon as possible — right after they leave their details is when they are easiest to book.

Related

• First Login — how to get in and the module screen.