This add-on lets you customize the sales board and opportunities. You can tailor your sales processes with just a few clicks.
Use this feature to Increase your deal closing probability, by identifying all stakeholders or decision-makers.
You can define important roles that should be included in your deals. When creating opportunities you then assign contacts to these roles.
- Decision-makers (CEO, CTO, CMO, etc)
- Project managers
- Influencers, or any other title. You can edit the titles you wish to add to the Sales board below Opportunity
Add multiple companies to your opportunities
In some sales processes, you may find more companies involved than just you and the buyer.
A common example is a media agency of the customer, or perhaps the invoices should be sent to another company than the one you are selling to.
Customize card layouts in your Sales boards
You can also customize the cards in your Sales boards:
- Change which values are displayed in your sales board card (for example order value, ARR, close date, user, and more)
- Change which value goes where in your sales board cards
How to enable this add-on
Available for all Upsales plans, please contact Upsales Customer Support for pricing and more information.
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