Sales process is about giving your team a framework to follow on the path from lead to sale. With Sales Process PRO, you can customise the journey steps, stakeholders, and sign-off process.
This article covers:
How to create a Sales process
- Click Settings → Pipeline → Sales process:
- Under he Sales process heading, click Create new:
- Give your Sales process a name and select whether it's to be used by users or roles:
- Click the Checklist:
- You'll get a list of default checklist items:
- Always having a next step
- Verify budget
- Verify our solution
- Verify timeframe
- Talk to the right persons
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Click to toggle these items off or on:
Customising checklist items
- You can also add your own custom checklist items. Click the Add checklist item button:
- Enter an Item title for the custom checklist item. Upsales then asks When should it be shown? Choose Entire sales process, or In specific stages and tick the stages, then click Save. An item set to Entire sales process is shown on open opportunities, not on won (100%) or lost (0%) deals. To show it on those, choose In specific stages and tick the 100% or 0% stage:
- Now when you create an Opportunity, you can activate the Sales process:
- The checklist items now appear in the Opportunity's Tasks tab (called History if your account has not been upgraded from Activities to Tasks), depending on the Stage chosen in Step 8:
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The next steps can also include the opportunity's stakeholders. Click a stakeholder to add a contact:
- Tick the box when you've completed an item and it appears at the bottom of the opportunity card:
- Where the checklist says Plan a next step to move forward, hover over and click to add a to-do, plan a call or book an appointment:
Sales process: BASIC & PRO compared
There are two Sales process options to choose from:
| Sales process BASIC | Sales process PRO |
| Get sales coaching recommendations | Get sales coaching recommendations |
| Choose which stages to display the sales process checklist | Choose which stages to display the sales process checklist |
| Customise card layouts with text, next-steps, and icons | Customise card layouts with text, next-steps, and icons |
| - | Add custom sales process checklist items |
| - | Option to switch between custom title categories and Stakeholder categories |
| - | Add custom title categories for contacts in your opportunities |
| - | Add custom job titles and decision-makers to the sales process |
| - | Add related companies to an order or opportunity |
Sales process PRO is included in the CPQ add-on.