Give your sales team a set of steps to follow on the path from lead to sale. Include the necessary steps that need to be checked, and make sure you're involving relevant decision-makers. Customise the sales board and opportunities, and in just a few clicks you have a tailored sales process.

Sales process is part of the Upsales Product CPQ

This article covers:

• Sales process: BASIC & PRO compared
• How to create a Sales process

Sales process: BASIC & PRO compared

There are two Sales process options to choose from:

How to create a Sales process

1. Click Settings → Pipeline → Sales process:
   
   
    
2. Under Sales process, click Add sales process:
   
   
   
    
3. Under Name & users, give your process a name. Then, under Who's going to use the sales process?, pick any combination of users and roles - you can select both, not just one or the other. Leave it empty to offer the sales process to everyone, and the list will show Everyone for that process.
   
   
    
4. You'll then see a list of default checklist items:
   - Always having a next step
   - Verify budget
   - Verify our solution
   - Verify timeframe
   - Talk to the right persons
    
5. Click to toggle these off or on:
   
   
    
6. Each step is edited in place on the same page - there are no separate dialogs to open. For example:
   a. Always having a next step
   Choose Only appointments count or Both calls and appointments count
   b. Talk to the right persons
   Pick the title category the contact should have. On Sales process PRO you can switch this to Stakeholder roles instead
   c. All options
   Choose Entire sales process, or In specific stages to name which stages the items should be shown
    
7. Click Save
8. Now when you create an Opportunity, you can activate the Sales process:
   
   
9. Once chosen, the Sales process's checklist items appear in the Opportunity's Tasks tab:
   
   
    
10. Tick the box when you've completed an item and it appears at the bottom of the opportunity card:
    
    
     
11. Where the checklist says Plan a next step, hover over and click to plan a call or book an appointment:
    
    
12. The checklist item is automatically checked after a next step has been planned
13. When ticking the box for decision-maker, add a contact with the required title category to the opportunity. Alternatively, involve the person in the sales process through an appointment or phone call
14. Click Save
15. Click the Status toggle to make your sales process active:
    
    

Note that adding a sales process does not make the steps mandatory to move an opportunity to the next stage. If you want to add fields that are mandatory for certain stages you can add custom fields.