Creating Custom Sales Processes

For larger organizations/companies offering a wide spectrum of different products or services, managing the different sales process or sales cycles within their company is of utmost importance. With custom sales processes, we can create these different processes and assign them to the different types of opportunities within our environment.

  • Enter the details of your sales process
  • Associate the different stages for your sales process
  • Create an opportunity record type and associate our sales process

Complete and Continue