Tailor your sales process with just a few clicks. This add-on lets you customize the sales board and opportunities.
Customize the card layout in your Sales boards
With this add-on, you are able to customize the cards in your Sales boards.
- Change which values that are displayed in your sales board cards
- For example order value, ARR, Close date, user, etc.
- Change which value goes where in your sales board cards
Increase the closing probability of your deals by identifying all stakeholders or decision-makers. This feature lets you 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, there are 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. Here's how it works.
Why Sales Process?
Depending on which business opportunity it’s, it’s essential to pinpoint who’s the one with the most power to win a business opportunity.
Do you wish to know more about using Business Opportunities and all other features the Sales Board provides, you can find educational material in our Upsales Support Channel.
How to enable this add-on
We want our functions to give value to your company. If you’re interested in learning more, don’t hesitate to give us a call.
Available for all Upsales plans, please contact Upsales Customer Support for pricing and more information.
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