Overview
This release gives Business Development and Sales teams a dedicated way to track and manage sales opportunities directly from a Job record. A new Business Growth tab brings sales pipeline progress, commercial details, and team assignments together in one place, so there is no need to maintain this information separately. It gives Consultants, Resource Consultants, Team Leaders and Managers a clear, shared view of where each opportunity stands and who is working on it.
What's New
Business Growth Tab
A new "Business Growth" tab is now available on Job records, giving Business Development and Sales teams a single place to manage everything related to a sales opportunity.
The tab appears on existing Job records once the feature has been switched on for your organisation.
Sales Pipeline Tracking
A visual pipeline tracker shows the current stage of an opportunity at a glance, from New Lead through to Closed Won or Lost.
Moving a Job to a new stage is as simple as selecting it from the tracker, and the record updates immediately.
You can see when a pipeline stage was last changed, giving a clear view of how opportunities are progressing over time.
Commercial Details
Capture key sales information directly on the Job, including industry type, contract value, date engaged, lead score, and cross-sell/up-sell potential.
Fields are validated as you go, helping to keep your data clean and consistent.
Team Assignment
Add consultants to a sales opportunity directly from the Business Growth tab, so it is always clear who is involved.
Built-in checks prevent the same person being added to a Job twice.
Reporting & Visibility
New Business Growth columns, including pipeline stage, industry type, contract value and assigned users, can be added to Job list views for easy reporting.
How to Get Started
This feature is switched on per organisation. To have the Business Growth tab enabled for your team, please contact your Access Group account manager.