Rigorous control of the entire sales process

Rigorous control of the entire sales process

We know that it is essential to ensure that each step of the process happens when certain defined criteria are met. That is why we want to explain to you how, in a simple way, we allow you to have precise and efficient management, avoiding unauthorized operations and improving the operational effectiveness of your sales and operational team. Let's get to it!

How?

Go to Settings -> Opportunity Types and Processes -> Select the desired opportunity type -> Open the status -> select a substatus -> Configuration -> Add opening or closing condition.
You can configure a specific sub-status to only open or close if other states are open or closed, so that you can ensure that the configured sales flow is being followed. This will prevent your salespeople from making changes as they please, disorganizing your work and generating stress for the teams in charge ofit.



Example


For example, before opening the installation process status, we can configure that the statuses of material coordination, coordination with health and safety teams, and installation date management must be closed.

This ensures that no installation work is started until the previous steps have been properly completed.

As we have told you, this will ensure that the sales flow is carried out efficiently , correctly and according to your criteria.

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You are now ready to have good management of your sales flows!


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