Reality Premedia Services

Sales Flow

SalesFlow CRM Cloud

Role-aware workspace for pipeline tracking, account planning, reporting, and daily sales execution.

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Session


        

      


      

        

          
          
          
          
          
          
          
          
          
          
          
          
          
        


        

          

            

              

                
                
              

              

                
                
                
                
                
                
                
              

            

            

              
              
            

            

            

              

            

            

              

                

                  
Team Open Deals

                  

                    
                  

                

                

                  

                

              


              

                

                  
Current Year Team Performance

                  
                

                

                  

                    
                    
                    
                    
                    
                  

                  

                  

                

              


              

                

                  
Quarterly Won Amount

                

                

              


              

                

                  
Team Qualified Leads Monthwise

                

                

              


              

                

                  
Team Open Tasks

                

                

                  

                

              


              

                

                  
Team Accounts Added (Last 2 Quarters)

                

                

              


              

                

                  
Current vs Previous FY Sales

                

                

              


              

                

                  
Data Quality Alerts

                

                

              

            

            

          

        


        

          

            

              

                
                
              

              

                
                
                
                
                
                
                
              

            

            

              
              
            

            

            

              

            

            

              

                
U

                

                  
                  

                    
                    
                    
                  

                

                
              

              

                
User

                
FY -

                
Currency: -

              

            


            

              
Section 1

              

                

                  
My Won Opportunities by Month

                  

                  

                

                

                  

                    
My Won Opportunities Breakdown

                    

                      
                      
                    

                  

                  

                  

                

                

                  

                    
My Target vs Achievement

                    

                      
                      
                      
                      
                      
                    

                  

                  

                  

                

              

            


            

              
Section 2

              

                

                  
My Sales Pipeline for Current year

                  

                  

                

                

                  
Won Opportunities by Customer 2MTS

                  

                  

                

                

                  
My Lost Opportunities by Month

                  

                  

                

                

                  
My Monthwise Activities for Selected Year

                  

                  

                

                

                  
My Sales Selected Year V/s Previous Year

                  

                  

                

                

                  
My Contacts Created for Selected Year

                  

                  

                

              

            


            

              
Section 3

              

                

                  
My Qualified Leads Monthwise for Selected Year

                  

                  

                

                

                  
My Open Leads Monthwise for Selected Year

                  

                  

                

                

                  
My Won Opportunities by QTR 1

                  

                  

                

                

                  
My Won Opportunities by QTR 2

                  

                  

                

                

                  
My Won Opportunities by QTR 3

                  

                  

                

                

                  
My Won Opportunities by QTR 4

                  

                  

                

              

            

          

        


        

          

            

              
Leads

              

                
                

              

            

            

              
              
              
              
              
              
              
              
              
              
              
              
              
            

          

          
          

            

              Recent Lead Imports
              
            

            

              
Loading…

            

          


          
          

            
            
            
          


          
          

            

              

                
Duplicate Rows — Need Review

                
              

              
These rows matched an existing lead by email and were not imported — nothing was changed. Open a lead to update it by hand if the new data is worth keeping.

              

            

          


          
* = Required Information

          

          

            
Lead Information

            

              

              
            

            

              
              

              
              

              
              

              
              

              
              

              
              
              


              
              

              
              

              
              
            


            
Additional Information

            

              
              
              
              
              
              
              
              
            


            
Address Information

            

              
              
              
              
              
              
            


          

          

            
            

              
              
            

            

              
            

            

              
              

                
                
                
                
                
                
                
              

            

          

          

        


        

          

            

              
Accounts

              

                
                

              

            

            

              
              
              
              
              
              
              
              
            

          

          
* = Required Information

          

            
Account Information

            

              
              

              
              

              
              

              
              
            


            
Additional Information

            

              
              

              
              

              
            


            
Address Information

            

              
              

              
              

              
              

              
              

              
              

              
              
            


          

          

            
            

              
              
            

            

              
            

            

              
              

                
                
                
                
                
                
                
              

            

          

          

        


        

          

            

              
Contacts

              

                
                

              

            

            

              
              
              
              
              
              
              
              
              
            

          

          

            
Contact Information

            

              
              

              
              

              
              

              
              

              
              

              
              

              

              
              
            


            
Address Information

            

              
              

              
              

              
              

              
              

              
              

              
              
            


            
Additional Information

            

              
              

              
              

              
              

              
              

              
              
            


            
Description Information

            

              
            

          

          

            
            

              
              
            

            

              
            

            

              
              

                
                
                
                
                
                
                
              

            

          

          

        


        

          

            

              
Opportunities

              

                
                

              

            

            

              
              
              
              
              
              
              
              
              
            

          

          
* = Required Information

          

            
Opportunity Information

            

              

              
            

            

              
              

              
              

              
              

              
              

              
              

              
              

              
              

              
              

              
              
              
            


            
BANT Score

            

              
              
              
              
              
            


            
Additional Information

            

              
              
            


            
Description Information

            

              
            

          


          

            
            
            
            
            
          

          

            
            

              
              
            

            

              
            

            

              
              

                
                
                
                
                
                
                
              

            

          

          

        


        

          

            
Tasks

            

              
              
              
              
            

          

          

            

              
              
              
              
            

            

              
            

          

          

            
          

          

        


        

          

            

              
Activities

              

                
                

              

            

            

              
              
              
            

          

          

            

              
              

                
                
              

            

            

              
              

                
              

              

                
                

                  
                  
                  
                  
                  
                  
                  
                

              

            

          

          

        


        

          

            

              
Reports

              

                
                
                
              

            

            

              

                
Reports

                
                
                
                
                
                
                
Folders

                

              

              

                

              

            

          


          

            

              
Create Report

              

                
                
              

            

            

              

                
                
                
                
                
              

              

                
                

              

              

                
Details

                
Select a report type.

                
              

            

          


          

            

              

                
Report

                

                  New Opportunities Report
                  
                  Opportunities
                

              

              

                

                  
                  
                

                

                

                
                
                
                
                
                
                

              

            

            

              
              
              

                

                  

                    
                    
                  


                  

                    
Groups

                    

                      
                      
                    

                    


                    
Columns

                    

                      
                      
                    

                    


                    
Metrics

                    

                      
                      
                      
                    

                    

                      
                    

                    


                  


                  

                    

                      
Filters

                      
                    

                    

                      
                    

                    

                  

                


                

                  
Preview not run yet.

                  

                

              

            

            
Last export: -

            

          

        



        

          

            
Email Review

            

              
            

          

          
Emails received in your mailbox that aren't linked to any record yet. Link the real prospects, dismiss the rest — or omit a sender/domain to stop it syncing for everyone. Unreviewed emails are automatically deleted after 45 days.

          


          

            
AI Suggestions

          

          
AI suggestions from your linked email threads — which deal a conversation belongs to, new deals, new contacts, and next steps. Nothing is written to a record until you confirm.

          

        


        

          

            
Reactivation Queue

            

              
            

          

          

          
            

              
Draft Preview

              
            

            

            

            

              
              
              
              
            

          
        


        

          

            
Campaigns

            

              
              
              
              
              
              
              

              
              
              
            

          


          
          

            

              

                
                  

                    #
                    
                    Name
                    Status
                    Recipients
                    Sent
                    Delivered
                    Created
                  

                
                
              

            

            
No campaigns yet. Click New Campaign to get started.

          


          
          

            


              
              

                
Campaigns Sent
Current Year

                
—

              

              

                
Total Recipients
Current Year

                
—

              

              

                
Campaigns Sent
Last Month

                
—

              

              

                
Campaigns Sent
Current Month

                
—

              


              
              

                
Campaigns Sent — Monthwise
Current Year

                
No chart data.

              

              

                
Recipients — Monthwise
Current Year

                
No chart data.

              

              

                
Recipients
Last Month

                
—

              

              

                
Recipients
Current Month

                
—

              


              
              

                
Recipients by Campaign
Last Month

                
No chart data.

              

              

                
Recipients by Campaign
Current Month

                
No chart data.

              


            

          


          
          


            
            

              

                

                  

                    
                  

                  

                    Campaign
                    
—

                    

                      Type —
                      
                      Status 
                      
                      Start Date —
                      
                      End Date —
                      
                      Scheduled At —
                    

                  

                

                
                

                  
                  
                  
                  
                  
                  
                

              

              

                
                
              

            


            
            


              
              

                

                  
                    
                  
                  Campaign Members (0)
                  

                    
                    
                    
                    
                    
                    
                  

                

                

                  
                    

                      #
                      
                      Type
                      Status
                      Name
                      Email
                      Title
                    

                  
                  
                

                
No members yet. Use Add to Campaign in Leads or Contacts to enroll recipients.

                

              


              
              

                

                  Sending Progress
                  

                    
                  

                

                

                  

                

                

                  
Send Date—

                  
Total0

                  
Sent0

                  
Delivered0

                  
Bounced0

                  
Complained0

                  
Failed0

                  
Queued0

                

              


              
              

                

                  Audience
                

                

                  
Leads0

                  
Contacts0

                  
Total Enrolled0

                

              


            


            
            

              


                
                

                  
Campaign Information

                  

                    
                    
                    
                    
                  

                


                
                

                  

                    Email Content
                    
                      
                      
                    
                  


                  

                    Subject
                    

                      
                      

                        
                        
                      

                    

                  


                  

                    Load from Template (optional — overrides current body)
                    

                      
                      
                    

                  


                  

                    Body
                    

                      

                        
                        
                        
                        
                        
                        
                        
                        
                        
                        

                          
                          
                        

                      

                      

                    

                  

                


                

                

                  
                


              

            


          


          
          

            

              

                

                  

                    
                  

                  

                    Email Sequence
                    
—

                    

                      Type Email Sequence
                      
                      Status 
                      
                      Start Date —
                      
                      Service —
                      
                      Industry —
                    

                  

                

                

                  
                  
                  
                  
                

              

              

                
                
              

            


            

              


              
              

                

                  
                    
                  
                  Recipients (0)
                  

                    
                    
                    
                    
                  

                

                

                

                  
                    

                      #
                      
                      Type
                      Status
                      Name
                      Email
                      Title
                      Next Send
                    

                  
                  
                

                
No recipients yet. Use Add Leads above, or select leads in the Leads tab and click Add from Leads Tab.

                

              


              
              

                
Sending Progress — by Step

                

                  
StepSch DateStateSentDeliveredBouncedQueued

                  
                

              

            


            

              

                

                  
Sequence Information

                  

                    
                    
                    
                    
                    
                  

                  
                  
                


                

                  

                    Email Content
                    
                      
                      
                    
                  

                  
Follow-ups 1 & 2 send threaded as Re: the Initial subject. Click into an email below, then use Insert Merge Field or the formatting buttons.

                  

                    
                    
                    
                  

                  

                


                
This sequence has launched — the copy is locked.

                

                  
                  
                

              

            

          



          
            

              

                
New Campaign

                
              

            

            


              

                
Campaign Information


                

                  
                  
                


                

                  
                  
                


                

                  

                    
                    
                  

                  

                    
                    
                  

                

              


              

                
Planning


                

                  

                    
                    
                  

                  

                    
                    
                  

                


                

                  

                    
                    
                  

                  

                    
                    
                  

                

              


              

              

                
                
              

            

          

          
            

              

                
Suppress Email

                
              

            

            

              

                

                  Block an address from every current and future campaign — e.g. someone who asked to stop receiving emails
                  over the phone rather than clicking Unsubscribe. This cannot be undone from here; contact an admin to remove it.
                

                

                  
                  
                

              


              

              

                
                
              

            

          
        


        

          

            
Automation Rules

            

              
              
            

          

          

            
            
            
            
            
            
            
          

          

        


      

    


    

      

        

          
Convert Lead

        

        

          

          
Account

          

            
          


          
Contact

          

            
          


          
Opportunity

          

            
            
          


          

            
            
          

        

      

    


    

      

        

          
New Activity

        

        

          

            
            
            
            

            
            
            
            

            
            
            
            
            
            
            

            
            
            
            

            
            
          

          

            
            
            
          

        

      

    


    

      

        

          
Possible Duplicate Leads

        

        
Please review possible duplicates before creating this lead.

        

          

        

        

          
          
        

      

    


    

      

        

          
Import CSV

        

        

          
Entity: -

          
File: -

        

        

          
          
          

            
            
            
            
            
            
          

        

        

        

        

          
          
        

      

    


    

      

        

          
Change Owner

        

        

          

            
            
          

          

            
            
          

        

      

    


    

      

        

          
Rename Lead List

        

        

          

            
            
            
          

          

          

          

            
            
          

        

      

    


    

      

        

          
Add to Campaign

        

        

        

        
No draft campaigns available. Create a campaign draft first.

        

        

        

        

          
          
        

      

    


    
    
    

      

        

          
New Sequence

          
        

        
Pick the template to build from. You'll compose the emails and add recipients on the next screen.

        

        
        

          
          
        

        

        
        

          
          
        

      

    


    

    
    

      

        

          
Email Preview

          
        

        
Sample values shown for merge fields.

        

        

          
        

      

    


    
    

      

        

          
Send a test

          
        

        
Sends the sequence emails (subjects prefixed [TEST]) to one address with sample merge-field values. In SES sandbox mode only verified addresses receive it.

        
        
        

          
          
        

        

      

    


    
    

      

        

          
Add Leads

          
        

        

          
        

        

        
Type at least 2 characters to search.

        

          
          
        

      

    


    
    

      

        

          
Review & launch

          
        

        

        

          
          
        

      

    


    
    

      

        

          
Sequence Templates

          
        

        
The campaign builder only offers approved templates. Review and approve changed ones below.

        

        

          
          
          
        

        

          

            
ServiceVerticalReviewStatusLast approved

            
          

        

        
No templates found.

      

    


    

      

        

          
Template

          
        

        

        

          
            Insert merge field
            
              
              
            
          
          
        

        

          
            Subject to preview / test with
            
              
              
            
          
          
        

        

          
            Send test to
            
              
              
              
            
          
          
        

        

        
“Save this step” stores your edits but the template stays Pending review. Click Approve to publish it to the campaign builder.

        

          
          
          
        

      

    


    

      

        

          
Preview — sample data

          
        

        

        

        

          
        

      

    


    
    
    

      

        

          
Schedule Campaign

          
        

        

          

            

              
              
            

            

              
              
            

          

          

        

        

          
          
        

      

    


    

      

        

          
Add Leads

          
        

        

          
        

        

        
No records found.

        

        

          
          
        

      

    


    
    

      

        

          

            
Email Preview

            
Sample values shown for merge fields

          

          
        

        

          

            Subject
            
          

        

        

          

        

        

          
        

      

    


    

      

        

          
Send a test email

          
        

        
Sends this campaign's email (subject prefixed [TEST]) to one address with sample merge-field values. In SES sandbox mode only verified addresses receive it.

        
        

          
          
        

        

      

    


    

      

        

          
Opportunity Stage History

        

        

          

        

        

          
        

      

    


    

      

        

          
Show Me

        

        

          

            
          

          

            
            
          

        

      

    


    

      

        

          
Close Date

        

        

          

            
            
            
            
            
          

          

            
            
          

        

      

    


    

      

        

          
Opportunity Status

        

        

          

            
            
          

          

            
            
          

        

      

    


    

      

        

          
Subscribe Report

          
        

        

          

            
            
            
          

          

            
            
          

        

      

    


    

      

        

          
New Contact View

        

        

          

            
            
            
          

          

          

            
            
          

        

      

    


    

      

        

          
Select Contact Fields

        

        

          

          

            
            
          

        

      

    


    

      

        

          
Contact Filters

        

        

          

            
            
          

          

          

          

            
            
          

          

            
            
          

        

      

    


    

    
    
    
    
    

    
    

      

        

          
Change Password

          
        

        

          

          

          
          
          
          

            
            
          

        

      

    


    
    

      

        

          
Email Signature

          
        

        

          

            This signature is appended automatically when you compose emails and inserted wherever
            {{signature}} appears in campaign templates.
          

          

          

          

            

              
              
              
            

            

          

        

        

          
          
        

      

    


    
    

      

        

          
Mailbox Settings

          
        

        

          

            
Outlook

            
Connect your Microsoft mailbox for sending email and mailbox sync.