Businesses
The Businesses section is where you manage company-level sales opportunities in JMS.
This is the main place to track a business from Prospect until they become an Active Client.
What you can do in Businesses
Section titled “What you can do in Businesses”From here, you can:
- View all businesses in your sales pipeline
- Track revenue and profit totals per business
- Monitor business status (New, Closed, Closed Won, Active, etc.)
- Search and filter businesses based on key criteria
- Open a business profile to manage tasks, notes, calls, files, and email
Business List Overview
Section titled “Business List Overview”At the top of the page, JMS displays summary statistics such as:
- Total Businesses
- Total Revenue
- Active Clients
- Onboarded this month
Below that is the Business List, showing:
- Business name
- Total revenue and profit
- Last run date
- Last updated date
- Status
Filters and Search
Section titled “Filters and Search”You can use the search bar and filters to narrow down businesses by:
- Created date
- Updated date
- Last run date
- Revenue range
- Profit range
- Frequency
- Stage
- Status
This helps you quickly find businesses that need attention.
Actions Menu
Section titled “Actions Menu”Click Actions (top right) to:
- Import businesses in bulk
- Export your business list
- Add Business
- Reassign businesses to another user
Viewing a Business Profile
Section titled “Viewing a Business Profile”When you open a business, you will see:
Status Pipeline
Section titled “Status Pipeline”A progress tracker showing the business stage, such as:
- Prospect
- Qualified
- Obtaining Documents
- Implementation
- Active Client
You can also access additional options like:
- Not Interested
- Disqualified
- Lost
- Close
Business Profile Tabs
Section titled “Business Profile Tabs”Inside the business profile, JMS includes tabs for:
- Timeline
- Meetings
- Emails
And a menu for:
- Overview
- Tasks & Activities
- Services & Billing
- Document Checklist
- Implementation
- Client Information
- Recent Documents
This allows you to manage the full journey of the business from start to finish.
Primary Contact
Section titled “Primary Contact”Each business is linked to a Primary Contact, which can be changed anytime.
This ensures that the business always has a main person assigned for communication.
Next Step
Section titled “Next Step”Once a business is created, the normal process is to move it through the pipeline until it becomes an Active Client.