Digital Practice Business Software

# Hustle Details

A hustle is a lead or opportunity that the Sales Department and team, follow up on create business for the company. A hustle can originate from many different sources such as:

Hustle Source
Direct
Customer Referral
Employee Referral
Tender
Event attended
Social Media
Proposal RFP
Return Client
Website (PAID)
Website (ORGANIC)

Basically Hustles are those leads (opens new window) that Business Development must keep in their sights to keep the company project runway full and healthy.

# Hustle List

TIP

You need Sales CRM app (opens new window) rights to access the sections described in this documentation.

You can access the hustle list here (opens new window). This is the landing page where the Sales team can see a list of all hustles that are currently running.

Hustle List

From the hustle list page you can do the following:

  • Create new hustle
  • Access hustle details
  • Edit hustle details
  • Delete a hustle

# Create new Hustle

Click on the "create" button at the top of the page, a pop-up form will appear where you can enter the following information:

Field
Title of the Hustle
Source of the Hustle
Company name of organisation
Company Email
Company Phone
Type of Hustle

Create a Hustle

TIP

When you create a new hustle, you will be automatically assigned as the hustle owner, for the hustle files docs, details etc.

# Hustle Actions

You can perform the following actions from the "actions" column of the Hustle List page:

  1. Update Hustle status to "Concerted"
  2. Update Hustle status to "Lost"
  3. Edit Hustle details
  4. View Hustle details
  5. Delete Hustle

# Edit hustle

To edit an existing hustle, start at the hustle list page (opens new window), look for the hustle you want to edit. Click on the action column for that hustle and click - edit. You will be taken to an edit page, where you will be able to edit the details you need to edit for the hustle.

# Hustle Details

To view hustle details, start at the hustle list page (opens new window), look for the hustle you want to view. Click on the action column for that hustle and click - view hustle. You will be navigated to the hustle detail page for that hustle, which will look like this:

hustle Detail

Within the hustle detailed page, there are four (4) tabs. Each tab contains a set of data that is relevant to the hustle. These tabs are:

  • Hustle Details - where you can see all the detailed information you have added about the hustle
  • Hustle meetings - where you can record all meetings associated with the hustle
  • hustle documents - where you can save all hustle docs
  • Hustle notes - keep track of all notes associated with the hustle

← Hustle Meetings →