Overview
Often, it takes more than one interaction to close a sale. TSOs are a convenient tool for recording and tracking information through the entire sales process. You can create a single TSO right from the Activity screen or create them in bulk using Fan Finder. CRM managers can customize TSOs to your organization’s needs. Since each TSO is closed as either won or lost, you can view reports to gain valuable insight into why your prospects do or don’t purchase tickets.
Create or select a TSO
When you create an Activity, you can connect it to an existing TSO or create a new one. Each TSO is associated with a single CRM contact or account. (Organizations frequently create many TSOs with the same title, but each one is for a different CRM contact / account.) To create a new TSO, select New Sales Opportunity from the Regarding drop-down menu. This adds the Ticket Sales Opportunity section to the form.
Alternatively, you can select an existing TSO (if one exists) from the Regarding list.
Update a TSO
Each TSO can be in one of several states. CRM managers can customize the Status slider, so yours may look different. A new TSO typically starts at No Conversation (or similar) and ends as either Closed Won or Lost.
When you log an activity, move the slider to the most appropriate status. As the status progresses, the number of displayed and required fields will increase. (CRM managers can customize these as well.) For example, you may need to rate the likelihood that a prospect will buy tickets. This isn’t something you can estimate until you’ve successfully gotten in touch with them, so it only becomes a required field later in the pipeline.
Required fields in each stage are identified with a red asterisk.
