Getting Started
SalesBito is a comprehensive Customer Relationship Management (CRM) platform designed to streamline your sales operations. It helps sales teams manage leads, track deals, monitor revenue, calculate incentives, and analyze sales performance all in one place.
Key Features
How to Log In
Open SalesBito
Open your browser and navigate to your company's SalesBito URL.
Enter Credentials
Enter your registered email address and password.
Click Login
Click the Login button to access your dashboard.
Resetting Your Password
Password Reset Process
Go to My Profile from the sidebar menu. Click "Reset Password". Click "Get Code" to receive a verification OTP on your registered email. Enter the OTP and click "Verify OTP". Once verified, enter your new password.
User Roles
SalesBito has four user roles with different access levels:
Admin
Full access to all features, user management, settings
Lead User
Create leads, view assigned leads, convert to deals
Lead Qualifier
Review & qualify leads, assign to closers
Lead Closer
Work qualified leads, create deals, close sales
Admin Capabilities
- Full access to all features
- Create and manage users
- Configure sales regions and countries
- Manage products
- View all leads and deals across the organization
- Configure incentive settings
- Access all reports and dashboards
My Profile
View and manage your profile information in SalesBito.
Profile Information
Click on "My Profile" in the sidebar. Your profile displays:
- First Name and Last Name
- Email Address
- Your assigned Role
- Your assigned Region
Lead Management
The Lead List is your central hub for managing sales leads. It displays all leads with key information including Lead ID, Company Name, Contact Details, Status, Assigned User, and Creation Date.
Creating a New Lead
Navigate to Lead List
Click Lead List from the sidebar.
Click "+ Create Lead"
Click the "+ Create Lead" button.
Fill in Information
Enter company details (name, email, phone, website), contact person info, source, country and region.
Save
Click Save to create the lead.
Lead Statuses
What do the different lead statuses mean?
| Status | Description |
|---|---|
| New | Freshly created lead, not yet contacted |
| Contacted | Initial contact has been made |
| Qualified | Lead has been qualified as a potential customer |
| Proposal Sent | A proposal or quote has been sent |
| Converted | Lead has been converted to a deal |
| Lost | Lead was not converted |
Filtering & Searching Leads
Filter Options
Use the Filter section to narrow down leads by: Date range (From date - To date), Lead status, Assigned user, Region, Country, Lead source. Click the Refresh button to reload the lead list.
Focus Leads & Assignment
Mark as Focus
Click the star icon next to a lead to mark it as a focus lead. Focus leads appear at the top of your list and help you prioritize important opportunities.
Assign to User
Open the lead details, select the desired user from the "Assigned User" dropdown, and save the changes. The assigned user will see the lead in their Lead List.
Deals Management
The Deals List shows all qualified opportunities that have progressed from leads. It tracks deal status, expected value, payment status, and next action dates.
Leads vs Deals
Creating a Deal from a Lead
Open the Lead
Open the lead you want to convert.
Click "Convert to Deal"
Click the "Convert to Deal" button.
Enter Deal Information
Enter expected deal value, Product/Service, expected close date.
Save
Save to create the deal.
Deal Statuses
Open
Active Deal
Won
Successfully Closed
Lost
Not Successful
Recording Payments
How to Record a Payment
Navigate to Deals List. Switch to the "Payment In" tab. Select the deal. Enter payment details: Payment amount, Payment type, Payment date, Comments. Save the payment record.
Accounts
The Accounts List contains company information for all your customers. When leads are converted and deals are closed, the company details populate here for ongoing relationship management.
Account Information
What information is shown for each account?
- Company Name
- Email and Phone
- Website
- Registration Number
- Office Address and Country
- Revenue and Profit figures
- Industry classification
- Investment Source
- Created By (user who converted the lead)
Revenue Dashboard
The Revenue Dashboard provides analytics on your sales revenue with detailed transaction history and performance metrics.
Dashboard Features
Payment Data
Detailed transaction history with payment amounts, dates, and status.
Revenue by Sales Person
Individual team member performance metrics. Go to Revenue Dashboard > Click "Revenue by Sales Person" tab.
Understanding Revenue Terms
| Term | Description |
|---|---|
| Paid by Client | Total amount received from customers |
| Revenue Realized | Confirmed income after any adjustments or refunds |
Incentive Dashboard
The Incentive Dashboard tracks sales commissions and performance bonuses for your team. It shows earned incentives, commission rates, and payment status.
Viewing Incentive Data
Navigate to Incentive Dashboard
Click Incentive Dashboard in the sidebar.
Click Filter
Click the Filter button.
Select Region & Sales Person
Select a Region and Sales Person to view.
View Data
View the incentive table with earnings details.
Incentive Table Information
- Deal information
- Payment amounts
- Incentive percentage
- Total earnings
- Payment status (Pending, Processed, Paid)
Configuring Incentives (Admin Only)
Incentive Settings
Click "Incentive Settings". Configure by region: Minimum sales target, Commission percentage, Performance tiers. Save the settings.
SaaS Metrics Reports
SalesBito provides four key performance metrics to help you analyze your sales performance.
Available Metrics
Lead Velocity Rate (LVR)
Lead Growth %
Revenue Per Lead
Avg Revenue/Lead
Customer Acquisition Cost
CAC
Deal Report
Comprehensive Analysis
Understanding Metrics
Lead Velocity Rate (LVR)
Measures the growth of qualified leads month over month. A positive LVR indicates healthy sales pipeline growth.
Revenue Per Lead
Calculates how much revenue is generated per lead on average. Helps measure lead quality and sales efficiency.
Customer Acquisition Cost (CAC)
Tracks the cost of acquiring each new customer. Compare this with customer lifetime value for business health insights.
Deal Report
Comprehensive analysis showing monthly closed deals (Won vs Lost), conversion rates, average deal size, and performance trends.
Settings
Admin Only
Click the gear icon in the sidebar to access Settings. Only administrators can access these features.
Managing Sales Regions
Sales Region Management
Go to Settings > Sales Region Management tab. Click "Add Region" to create a new region. Enter region name and details. Save the region.
Managing Countries
Country Management
Go to Settings > Country Management tab. Select a region. Add countries to that region. Assign country codes and details.
Managing Users
Go to User Management
Settings > User Management tab.
Click "Add User"
Click the Add User button.
Fill User Details
Email address, Display name, Password, Select Role (Admin, Lead_User, Lead_Qualifier, Lead_Closer), Assign Region.
Save
Save to create the user.
Managing Products
Product Management
Go to Settings > Product Management tab. Add products with: Product name, Category, Active/Inactive status. Save product information.
API Integration
The API allows you to connect external systems to SalesBito for automated lead generation and data synchronization.
Getting an API Key
Navigate to API Docs
Navigate to API Docs from the sidebar.
Generate API Key
Click "Generate API Key".
Copy & Save
Copy and save the API key immediately (it's shown only once). Store the key securely on your server.
What Can You Do With the API?
- Create leads from external sources (website forms, third-party apps)
- Retrieve country lists
- Sync data between systems
Security Best Practices
- Never expose your API key in client-side code
- Only make API calls from your backend server
- Use HTTPS for all API requests
- Regenerate keys periodically for security
Frequently Asked Questions
Find answers to the most common questions about SalesBito.
Look for the export button (usually a download icon) in each list view. You can export leads, deals, and other data to spreadsheet format.
Access to features depends on your user role. If you need access to additional features, contact your administrator.
Go to My Profile, click "Reset Password", follow the OTP verification process, and enter your new password.
Contact your company administrator first. For platform-wide issues, administrators can reach PayBito support.
Tips for Success
Follow these recommendations to get the most out of SalesBito.
Glossary
Key terms and definitions used in SalesBito.
Lead
A potential customer who has shown interest in your product or service
Deal
A qualified opportunity with expected value and timeline
Account
A company record for customers and prospects
LVR (Lead Velocity Rate)
Measures lead growth month over month
CAC (Customer Acquisition Cost)
The cost to acquire each new customer
Revenue Realized
Confirmed income after adjustments
Focus Lead
Priority lead marked for special attention
OTP
One-Time Password for verification
