Let's walk through some Saleboat terms and their definitions:
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log in
how you access saleboat using your username and password

​browser
how you access the internet, to access saleboat - Google Chrome is the standard

​android app
offline app available for Android devices from the Google Play Store
​

dashboard
where you can find your planned meetings, calls and tasks as cards - your digital diary of sorts

cards + colours
meetings are green, calls are purple and tasks are blue

plus button
where you can add anything to Saleboat that doesn't already exist

​deals
open opportunities with prospects and clients in Saleboat.
what your prospect and clients are interested in and to what value
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leads

an organisation that has the potential to become a future customer.
leads will become prospects once qualified
​

customers
customers are prospects and clients.
customers make up the value of your pipeline with their open deals
​

prospects
qualified leads who would like to meet with you and know more about your company's offerings. will become clients once a deal has been closed
​

clients
an organisation that is paying you money for your products or services.

​meetings
meetings interactions with customers in Saleboat.
these can be face-to-face or calls.

meeting types
refer to your organisation's sales success guide for the types of interactions you can
choose from in your account.

recurring
meetings or calls that have been set at regular intervals with prospects and clients.

upcoming
that you have yet to have. these are still planned and will show up on your
dashboard.

past
that have been concluded/attended by you. notes and other details are
available for these.

cancelled
interactions that you have cancelled.

missed
interactions that you did not engage with and are now reported on as missed rather

than upcoming or past.

tasks

reminders for yourself to do sales-related tasks, like clearing your neglected customers or updating client phone numbers.

assign to

when creating from the plus button you can assign meetings, tasks or leads to another member of your team on saleboat. will not be created for you.

profile

where you can see all of your details, activity, sales pipeline, performance and reports.

​calendar
another way to view and create meetings and calls.

​pipeline
open deals are what create the pipeline.
​

pipeline stage
where the deal value is on your sales pipeline.

​filter
found on the prospect and client list, it allows you to filter using a few different criteria. select what you'd like to see and filter.

​tags
little orange icons that can be seen on your prospect and client list.
these are an additional way to index your customer list.
​

classifications
set by management, these are separate neglected windows.
eg: platinum clients must be contacted every 7 days or risk becoming neglected.
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neglected

when a prospect or client hasn't been contacted in a set number of days, they're no longer active but neglected.

mothball/dormant
when a customer is no longer interested in pursuing a business relationship, making them dormant removes them from the main customer list.
the mothball icon is a moon in the top right of each customer profile.
​

performance page

where you can see all of your or your team's KPI's like customers neglected, pipeline and where you can generate reports.

this is available for each user, team and the full organisation.

reports
all activity on Saleboat is reported on.
from leads being added and called to conversions and opening of deals.
these can be found on any performance page and are PDF downloads.
​

periodic report
this is the weekly managerial report.

it is a high-level overview of all activities engaged in by team members.

this report is date range sensitive.
can be generated by individual users for themselves.
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interaction report
in-depth view of all prospect and client activity engaged in by users.
this report is date range sensitive.
can be generated by individual users for themselves.
​

canvassing report
all lead or cold calling activity engaged in by users.
this report is date range sensitive.
can be generated by individual users for themselves.
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pipeline report
comprehensive report on all open deals for users/teams.

this report is date range sensitive.
can be generated by individual users for themselves.