Using Sales Stage Activities to Automate Your Sales Process - PowerPoint PPT Presentation

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Using Sales Stage Activities to Automate Your Sales Process

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Apptivo offers 9 levels of sales stages that takes your sales team to next level. Concentrate only on the techniques to hold on with your customers and leave the rest to Apptivo as it makes your process much simple than ever. For video, visit – PowerPoint PPT presentation

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Title: Using Sales Stage Activities to Automate Your Sales Process


1
Using Sales Stage Activities to Automate Your
Sales Process
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Agenda
  1. What are Sales Stage Activities?
  2. Sales Pipeline Configuration Options
  3. Types of Workflow
  4. Configuring an Example

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(No Transcript)
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Pipeline Configuration Options
  1. General Field Layout
  2. Sales Stages
  3. Sales Cycles (Pipelines)
  4. Value Visibility Conditions
  5. Security Restrictions
  6. Sales Stage Activities
  7. Triggers

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Two Types of Workflows Available
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For video, visit https//goo.gl/JBHcF4
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(No Transcript)
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