Customers à Setup à Opportunity management à Sales cycles
In the business world, most sales processes are governed by a certain number of stages. For instance, if you are to sell a product, you will probably conduct cold calls, set up appointments, conduct product demonstrations, negotiations of the order, and close of the deal. Each stage of the process has its own distinct activity.
In Exact Synergy Enterprise, you can create and maintain sales cycles. This allows you to determine the number of stages a sales cycle will go through, give each stage of the cycle a name, and link requests to the different stages. This allows the creation of relevant requests to accompany each stage as it is reached. It also helps in determining the current stage of an opportunity as each opportunity will be tied to a sales cycle.
To create sales cycles, function right 5 – Create request types, and edit request types without responsible is required. Users with the General manager or HR role have this function right.
To edit sales cycles, function right 232 – Edit all request types is required. Users with the Administrator role or a designated template manager, if available, have this function right.
Notes:
The information in this document is based on product update 251.
Keep in mind: All fields with the "!" icon are mandatory.
Click this to save the new sales cycle or changes made to an existing one. The sales cycle must have at least two stages before it can be saved.
Click this to save the changes and create a new sales cycle.
Note: This is available only when you are creating a sales cycle.
Click this to edit the sales cycle.
Note: This is available only when you are viewing an existing sales cycle.
Click this to delete the sales cycle.
Note: This is available only when you are editing an existing sales cycle and there are no opportunities linked to it. A sales cycle can be deleted only when there are no opportunities linked to it.
Click this to exit.
Type a description for the sales cycle.
Select this check box to activate the sales cycle. Deactivated sales cycles cannot be linked to opportunities.
This column displays the stages of the sales cycle.
Note: This column is available only when you are creating sales cycles.
Click to delete the stage. The next and subsequent stages will be moved up one stage to replace the deleted stage.
Type the descriptions for the stages of the sales cycle.
Type or select the request types to be linked to the respective stages of the sales cycle.
Note: These cannot be changed if there is an opportunity linked to the sales cycle.
Select the statuses of the requests before moving to the next stage of the sales cycle.