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Glossary Open App

Complete Step-by-Step Guide for Beginners

This guide is designed for people who have never used a sales management system before. Every step is explained in detail, including where to click and what to expect.

Table of Contents

  1. Getting Started - First Login
  2. Understanding the Screen Layout
  3. Your First Deal - Complete Walkthrough
  4. Adding Your First Contact
  5. Creating Your First Account
  6. Creating and Sending a Proposal
  7. Managing Your Inbox
  8. Using the Focus Area Dashboard
  9. Daily Workflow - Step by Step
  10. Troubleshooting Common Issues

Getting Started - First Login

Step 1: Opening Aellysa in Your Browser

What you need:

  • A computer, tablet, or smartphone
  • An internet connection
  • A web browser (Chrome, Firefox, Safari, or Edge)

How to do it:

  1. Open your web browser - Look for an icon on your desktop or programs menu
  2. Click in the address bar - The long white box at the top of your browser
  3. Type the Aellysa web address: app.aellysa.com
  4. Press Enter on your keyboard

Step 2: Logging In

How to log in:

  1. Find the email field - Look for a box labeled "Email"
  2. Type your email address - The one your company gave you
  3. Find the password field - Look for a box labeled "Password"
  4. Type your password - You won't see the letters (they appear as dots for security)
  5. Click the "Sign In" button - Usually blue, below the password field
Tip: If you can't log in, double-check your email and password. Look for a "Forgot Password?" link if you need to reset it.

Understanding the Screen Layout

The Left Sidebar (Navigation Menu)

Where it is: On the left side of your screen

Common menu items you'll see:

  • Focus Area (Radar icon) - Your main dashboard with daily priorities
  • Pipeline (Chart icon) - Where you see all your deals
  • Deal Rescue (Shield icon) - Shows deals that need attention
  • Workspace (Folder icon) - Create proposals and manage documents
  • Inbox (Envelope icon) - Your email management

The Top Bar (Header)

What it contains:

  • Your profile picture or initials (top right)
  • Search bar (to find deals, contacts, etc.)
  • Glossary link (quick access to term definitions)

Understanding Buttons

  • "New" or "Create" buttons (usually blue/green) - Click to create something new
  • "Save" button (usually blue) - Always click after entering information!
  • "Cancel" button (usually gray) - Closes without saving
  • "Delete" button (usually red) - Be careful, this can't be undone!
  • "Edit" button (pencil icon) - Modify existing information

Your First Deal - Complete Walkthrough

A "deal" is a sales opportunity - a potential sale you're working on.

Step 1: Opening the Pipeline

  1. Look at the left sidebar
  2. Find "Pipeline" (with a chart icon)
  3. Click on it once

Step 2: Creating a New Deal

  1. Find the "New Deal" button (top right, usually blue)
  2. Click it once
  3. A form will appear where you enter deal information

Step 3: Filling Out the Deal Form

Deal Title (Required)

  • Click in the "Title" field
  • Type a descriptive name like: Acme Corp - Software License

Account (Company)

  • Start typing the company name
  • Select from the dropdown OR click "+" to create new

Stage

  • Qualification - Just starting
  • Discovery - Learning about their needs
  • Proposal - You've sent them a proposal
  • Negotiation - Discussing terms
  • Closed Won/Lost - Deal completed

Deal Value

  • Type just the numbers (no $ or commas)
  • Example: For $10,000, type 10000
Important: Always click "Save" when you're done! If you don't save, all your work will be lost.

Adding Your First Contact

A "contact" is a person you're working with at a company.

Filling out the contact form:

  1. First Name: Type their first name (e.g., "John")
  2. Last Name: Type their last name (e.g., "Smith")
  3. Email: Type their email address
  4. Phone: Type their phone number (optional)
  5. Title: Their job title (e.g., "Sales Manager")
  6. Click "Save"

Creating Your First Account

An "account" is a company or organization you're selling to.

Required information:

  1. Account Name: Full company name (e.g., "Acme Corporation")
  2. Industry: Select from dropdown (Technology, Healthcare, etc.)
  3. Website: Their website (e.g., "www.acme.com")
  4. Click "Save"

Creating and Sending a Proposal

Step 1: Opening Proposals

  1. Click "Workspace" in the left sidebar
  2. Click the "Proposals" tab at the top
  3. Click "New Proposal" button

Step 2: Filling Out the Proposal

  • Title: Descriptive name (e.g., "Acme Corp - CRM Software Proposal")
  • Select Deal: Link to the related deal
  • Executive Summary: High-level overview (2-3 paragraphs)
  • Scope of Work: What you'll deliver
  • Line Items: Products/services with prices

Step 3: Adding Line Items

  1. Click "Add Line Item"
  2. Item Name: What you're selling
  3. Quantity: How many
  4. Unit Price: Price per item (just numbers)
  5. Click "Add"

Step 4: Submitting for Approval

  1. Click "Save Draft" first
  2. Review everything for accuracy
  3. Click "Submit for Approval"
  4. Select your manager as approver
  5. Click "Submit"

Managing Your Inbox

Opening Your Inbox

Click "Inbox" in the left sidebar (envelope icon).

Using Smart Views

Smart Views automatically organize your emails:

  • Action Inbox: Emails that need your response
  • Waiting for Reply: Emails you sent, waiting for their response
  • New Inbounds: Fresh inquiries from prospects
  • Proposals & Negotiations: Emails about proposals
  • At Risk: Emails from deals that need attention

Linking an Email to a Deal

  1. Click on an email thread to open it
  2. Find the "Link to Deal" button (chain link icon)
  3. Select an existing deal or create a new one
  4. Click "Link"

Using the Focus Area Dashboard

The Focus Area is your daily command center - it shows what's most important today.

Key Sections

Energy Barometer

  • Click on your current energy level (High, Medium, Low)
  • The system adjusts task recommendations based on this

Today's Priorities

  • High-priority deals
  • Upcoming meetings
  • Overdue follow-ups
  • Urgent emails

Meeting Preparation

  • Shows your upcoming meetings
  • Click to see participant info and related deals

Stale Deal Alerts

  • Shows deals not updated in 14+ days
  • Click to update them

Daily Workflow - Step by Step

Morning Routine

  1. Log in and go to Focus Area
  2. Set your energy level in the Energy Barometer
  3. Review Today's Priorities
  4. Check Meeting Prep for today's meetings
  5. Check Inbox → Action Inbox for urgent emails

Mid-Day Routine

  1. Go to Pipeline and review your deals
  2. Update "Next Step" for each active deal
  3. Check Deal Rescue for at-risk deals
  4. Work on Proposals in Workspace

End of Day Routine

  1. Go to Workspace → Smart Updates
  2. Review AI-generated suggestions
  3. Apply good suggestions, reject bad ones
  4. Update stale deals before leaving

Troubleshooting Common Issues

"I can't log in"

  • Check your email and password for typos
  • Click "Forgot Password?" to reset
  • Contact your IT department

"My changes didn't save"

  • Always click the "Save" button
  • Check for error messages (usually in red)
  • Make sure all required fields are filled

"I can't find my deal"

  • Use the search bar at the top
  • Check if you have filters applied
  • Try "Closed Won" or "Closed Lost" stages

"The page won't load"

  • Check your internet connection
  • Try refreshing the page (F5 key)
  • Clear your browser cache
  • Try a different browser
Need more help? Check our Glossary for term definitions, or visit the FAQ page.