Introduction to Warehouse
The Warehouse in Adversus is the place where you can find and control your leads, sales, bookings, contacts, and calls. But don’t mistake Warehouse for statistics and reports, which provide you with all raw data on your KPIs.
Instead, Warehouse is the place you go if you want to know everything about your leads, sales, bookings, contacts or calls.
Warehouse has 5 categories:
Leads – Guide here
Under the Leads Warehouse you’ll be able to find all leads with their enriched data, such as name, telephone number, etc. More often than not, you want to have a look at specific leads instead of all of them. Simply add different filters to only view the leads that are relevant to you. The filters are available in the menu of the right side of your screen.
The filters work by choosing either “Equal”, “Not equal” or “In”, e.g. in the campaign filter. Let’s say that you want to find all leads in the campaign “Cars and Trucks”. Then you need to choose “Equal”. Sometimes you need the filters to be either “more or less than”. An example could be in the “Last contacted” filter. You want to find leads that are contacted after the specific date 04.02.2020. Watch how to add the filter right here:
You can add multiple filters at once to make sure that you’re only shown relevant data. It is also possible to add more columns to your filters. By doing that, you add all the information you need in order to create an overview. Simply go to “Columns” in the menu on the right. Add missing columns or delete irrelevant columns.
When you have chosen the relevant columns, it is also possible to select actions on the selected leads. Actions is also found in the menu on the right.
The following actions are available:
- Add to campaign: Warehouse will add the selected leads to a new campaign (leads will still be active in the original campaign if they aren’t moved)
- Deactivate leads on campaign: This will delete leads on their current campaign(s)
- Delete recordings: Warehouse will delete all existing recordings on the lead
If you only want to select very specific leads, you can tick the box next to the leads.
What to do the next time?
Now you’ve spent a lot of time on the perfect setup in Warehouse. What to do the next time you need to do the same?
Luckily, you can save your filters, so your setup is locked and loaded for next time. Maybe you want to save a view as “Today’s sales”.
You can save the view under “Save” in the top right corner.
Bookings – Guide here
Under the Bookings Warehouse you’ll be able to find all bookings but be aware that they’re only available if you have integrated a calendar on your campaign.
It’s important that your dialer is ready for appointment scheduling. Read more about that here.
Typical, you’re interested in finding specific bookings instead of having them all shown. Bookings Warehouse provides you with different filters to make it possible for you to search for specific bookings.
All bookings have the necessary data, such as name, telephone number, status, etc.
Change booking status
Another important feature is the opportunity to update your bookings with a status. E.g. you have booked a meeting with a client. Before the scheduled meeting, they call to tell you they can’t make it, but they want to reschedule for another day. Under Warehouse, you can postpone the meeting. Furthermore, you can also cancel a meeting or set it as “held”.
Sales – Guide here
Under Sales Warehouse all sales are available – you guessed it! Furthermore, you can use filters to view specific sales.
Many want to view sales made to specific target groups, or specific products that have been sold.
We also offer to send automated emails with the data criteria you choose when making the email template. An example could be that you wish to receive a weekly update on your sales every Friday.