 -
Sales people can follow the created steps in a custom sales process, and then choose from actions based on individual situations. Forecasting numbers are also stored based on the steps and actions. As the steps increase through the sales process, the forecasting percentage increases as well. The Steps are assigned a specific percentage range and the actions are assigned a specific percentage of finishing the whole sales process. Add Notes and create events based on the actions the CRM user selects. All the information selected is stored in the database and is available inside the MyContacts area. When contacts are converted over to the Clients, the information in the customer history is then transferred over to the clients area as well.
|
|
