Sales processes.
Sales processes.
Sales process is an algorithm, containing tasks and links between them aimed to manage your customer relationships
Why should I use sales processes?
Sales process enables you to use the best practices of interaction with customer in your corporation to win his loyalty and to initiate sales.
Can I build or correct a sales process?
Only the Administrator can build and correct business processes in Terrasoft CRM.
But you can design process structure only within the rules of the Process Builder. See Processes FAQ.
Can you give me an example of a sales
process?
"Customer Hunting" process:
