The salespersons role in Workamajig [overview]
Navigation | The Today Sales Page | The Sales Dashboard Page | The Main Menu | How to Enter Time | How To Enter Expense Reports | How To Use The Calendar | Resources
The salesperson hub of Workamajig is designed for your sales/CRM team to utilize and integrate with the system. You can also check out our Sales overview video for a quick demonstration.
Navigation
(Click on any feature button to learn more about that feature)
The Today Sales Page
The Today Sales page is your one stop page for those who need to followup with potential leads and update their activity conversations.
On the right is a view of todays calendar meetings.
And right in the center is a list of your open activity conversations to followup.
For more regarding Conversation see the Conversations overview guide.
Schedule
In the schedule area, users will see any meetings on their calendar in blue, any time entries they have made in green, and have the option to access their full calendar or create new meetings.
Completed timesheets can be reviewed and submitted via the Time entered today link.
The Menu Bar
The menu bar is fixed in Workamajig, no matter what page a user is on they will see this bar across the top of the screen. The menu bar has several components:
Main Menu toggle
This option toggles the main menu for Workamajig.
The main menu contains a list of role-based applications that a user will see based on the security group they have been placed into.
Notification Bell
The notification bell will trigger a red numeric icon when a user has been routed an item for approval. These items include estimates, deliverables, meetings, etc.
Global Search
This icon allows a user to search system-wide for a specific transaction. The global search returns a maximum of 100 results.
Note: the specific transaction types that are searched when an entry is made on the global search are adjustable and not all are set by default. An admin can adjust the search parameters by clicking system settings in this area.
Add New
This option allows users to add any type of data from any area of the system.
This is primarily an option for users with multiple roles, used to prevent them from having to navigate to multiple pages to add specific transactions.
My Settings
Located in the upper right-hand corner of the main menu, this area contains user account-specific information. The email address and timezone used by the system will be here, along with default reminder types for meetings. There are also links to our help guide and release notes which can be accessed by clicking the ...More button in this area.
The Sales Dashboard Page
This page shows top level information about your Opportunities in the system. Plus a short cut to the Sales related views if you want to run a report of your leads and opportunities in the system.
The Main Menu
The main menu of Workamajig contains a list of role-based applications. Each application will have an associated menu of items that will populate when selected. What a user sees both on the top level and for the individual items within an application will vary based on their security rights.
How to Enter/Update Time Via The Time Sheet Page
To access your Time Sheet page quickly from your Today page, click on Enter Your Time For Today in the upper right.
This will open the Time Sheet page on top of your Today page.
From here you can view/edit the time you have already entered. Or manually choose a Project, Task and Service to enter your hours against.
NOTE: If you are Assigned to Tasks, then you should use the Today Creatives for proper tracking of time.
How To Enter Expense Reports
How to enter an expense report (click here for the complete guide)
How To Use The Calendar
The Workamajig calendar is accessed from the main menu via everyone > calendar.In each calendar view (Month, Week, Work Week or Day) you are able to create and edit events, by opening up the meeting details, using the +New option, or clicking on the day/time you would like to create a meeting.
You can view the Workamajig calendar in one of three views:
- Month view: This displays a one-month block of time. You are able to drag and drop Meetings, Activities, and Time Entries from one day to another. The designated time of these events will remain the same.
- Full week view: This displays a 7-Day (Sun-Sat or Mon-Sun) block of time. You can drag and drop Meetings, Activities, and Time Entries from one day to another. The designated time of these events will remain the same.
- Day view: This displays a single-day block of time. You can drag and drop Meetings, Activities, and Time Entries from one hour to another. The duration of the event will remain the same. You can grab and drag the bottom of the event to adjust the duration.
NOTE: None of the views will allow you to drag an event beyond the date displayed on the grid.
To do this you must open the event and adjust the event date manually.
Meetings
Create a new meeting
To add a new meeting, simply click the +Add New option or click in the calendar area related to the date/time you would like to create the meeting. The day or time range you click can help in defaulting a date or time into the New Meeting screen.
- Enter Subject, Date and Time (these fields are required). If you check All Day Event, you can only select Start date and End date.
- Repeat: Allows you to replicate the meeting across select time periods: Daily, Weekly, Monthly, and Yearly.
- Description: Enter further details regarding the meeting.
- Location is optional detail for your attendees.
- Select the calendar where the meeting will be saved. The default for this will be your default calendar.
- Contact and Project are optional items that a meeting can be linked to.
- Organizer will default to your name and is visible directly underneath Attendees with a dropdown. Only the Organizer or users granted Edit rights to the calendar can modify the meeting. The organizer can only be toggled to another user if you have edit rights to their calendar.
- Add attendees: click on add Attendees from a list of Staff, Contacts, and Distribution Lists. Note that the 'Find a Time' option will allow you to review the availability of staff or resources before finalizing your meeting. It is best to add your attendees first so the detail of their availability is pulled into this tool.
- Add resources: Resources are defined in the system setup and allow you to reserve things like conference rooms or projectors. These items will also show availability when using the 'Find a time' tool.
- Email attendees: Sends each attendee an email with the meeting details.
- Attachments: Allows you to add files to the meeting that are viewable to all attendees.
Edit or delete an existing meeting
- From the calendar, click the meeting entry you would like to edit/delete.
The meeting details panel will slide out allowing you to make changes.
To delete, click the (•••) more button from this area and select the red Delete Meeting option that appears. - In the Calendar View: You can also click and drag in the middle of the displayed meeting to change the date or time. Click and drag the bottom of the meeting to increase the duration of the meeting.
How to create an Individual Out Of Office meeting
If an employee is going to be on vacation, they can enter their time off ahead of time so scheduling can be aware of their upcoming days off. Alternatively, if an employee is out sick and their manager has edit rights to their personal calendar, they can create a sick day meeting on their behalf to appear on the calendar and staff schedule screen respectively.
- Make the user in question the organizer of the meeting as this only affects them and not the entire company.
- Make the subject something like "Name - Out Of Office".
- Link it to the Vacations calendar if you want this to be visible to other employees (who don't have access to their personal calendar).
- Make it an All Day Meeting. If going to be out for a few days, still check All Day and enter the dates, not hours, the person will be out for.
NOTE: This then creates a yellow box on the Staff Schedule Screen for the days out.
Calendar Display Options
Settings for a personal calendar can be adjusted by clicking the (•••) more button from the calendar main screen and selecting Display Options.