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For each process, a stage can be defined, which will determine the phase of the sales process to be followed and the tasks in the process, together with the customer.
Example:
Special Sales | |||
Stage | Description | Tasks | Contributes % |
001 | Contact | Contact with customer to inform about the special sale | 40% |
002 | Visit | Visit for product demonstration | 30% |
003 | Negotiation | Negotiation of deadlines and prices | 30% |
The system automatically updates the stage in the sales process of the opportunity, while making Annotation of Visits/Expenses.
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5. Check data and confirm them.
For those responsible for proposals products or services to be notified on sales process steps, it is necessary to add an alternative e-mail in Sales Scenario / Resp. x Prod. Group, in the field Alt. E-Mail (alternative E-Mail) |
In order to warn the representatives as to customer breach of contract during creation/maintenance of sales opportunity, it is necessary to configure sales process with steps that evaluate customers financial status in Finan. Eval., with maximum allowed value in Arrear Vl.; and the maximum amount of days in Arrear Days. |
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