Already using Sales process BASIC? Explore the extra customisations and features available in Sales process PRO.
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.
Advanced Order Logic is part of the Upsales Products CPQ Light and CPQ
This article covers:
How to create a Sales process
- Click Settings → Pipeline → Sales process:
- Under Sales process, click Create new:
- Give your Sales process a name and click whether it's to be used by users or roles:
- Click the Next step Checklist:
- You'll then see a list of default checklist items:
- Always having a next step
- Verify budget
- Verify our solution
- Verify timeframe
- Identify decision-makers
- Click to toggle these off or on:
- Click the Status toggle to make your sales process active:
Customising checklist items
- You can also add your own custom checklist items. Click the Add checklist item button:
- Add a name for the custom checklist item:
- Upsales automatically asks you which stage to show the item. Choose between specific stages or the entire process. Want the custom item included in 100% stages? Click In specific stages, tick the box and click Save:
- Now when you create an Opportunity, you can activate the Sales process:
- The checklist items now appear in the Opportunity's Tasks tab, depending on the Stage chosen in Step 7:
- The next steps can also include stakeholders who need to be involved. Click Show more:
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Then click Add contact to and search for the person:
- 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, hover over and click to 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 |
Activate Sales process PRO