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Overview of the Sales Process in Autotask

The Autotask database provides features that allow users to forecast sales and generate quotes for customers and prospects. A potential sale in Autotask is called an Opportunity.

A sales opportunity typically exists when:

* A customer has a need or requirement

* Your company has a solution for the need or requirement

* The solution or requirement must be implemented in a specific time frame

* The customer has a budget to implement the solution

The sales process in Autotask often parallels features depicted in a typical sales funnel where the process begins with a lead, the creation of an opportunity, the generation of a quote, and winning the sale:

In Autotask the document provided to a customer that lists prices for products and/or services and guarantees them for a specified time is called a Quote.

Note: You can create an opportunity without creating a quote, but you cannot create a quote without creating an opportunity.

A Sales Order in Autotask allows you to track quoted products after the quote is accepted and the deal is closed.



In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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