In this folder, the rules must be defined so that the stage of the sales process is automatically updated when the Annotation of Visits/Expenses is made.
The terms are composed of the operation to be held (addition, editing or deletion) and the event desired. The actions indicate how the process will be changed: the opportunity can advance to a new stage, go back to the previous, or go directly to a stage.
Example:
Process 001 - Special Sales of Equipment | ||||
Item | Transaction | Event | Action | Stage |
01 | Inclusion | 0001 - Demonstration | Advance Stage | |
02 | Change | 0002 - Prepare Proposal | Go to Stage | 003 |
03 | Deletion | 0003 - Re-evaluate Proposal | Go back to Stage | 002 |
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas