Definition

A Sales Process is a succession of Stages to be completed in order to achieve the sales objectives.

The description of human activities using a process is very old and has often been used to "win".

For example, a maxim of the British Empire's war schools described the steps necessary to victory on the battlefield:

  • find, find the opponent,
  • fix, fix him on a given position, a "killing ground",
  • fight,
  • follow, pursue him,
  • finish, finish him.

WintheDeals allows you to define the Sales Process of your choice.

You can create, describe and order the necessary Stages.

These Stages appear in particular in the list of Deals, sometimes also called the Current Deals List.

Use

Data Entry

CRM - Edit Circle

 

Stage View

Stage Details and associated Deals

 

CRM - Circles Details

 

Sales Process View

 

CRM - Circles List

 

Current Deals List

 

CRM - Circle Spots

 

Stage Fields

  • Stage Name
  • Stage Number
  • Description

 

Metadata

Creation Date : May 29, 2019
Update Date : -
Version : 001

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