This example Sales Process follows the path of Marketing generated leads through to a signed contract.
This example Sales Process follows the path of Marketing generated leads through to a signed contract.
The three main steps each have a detailed view describing how the lead is developed, converted to an opportunity before closing the sale with a contract.
In addition to the process, this template shows how a Note Box can be used to display Key Performance Indicators against individual steps in the process.
Icons are used alongside numbers to show trends from one period to the next.
This example of displaying a metric is based on a manual approach to updating the information.
However, live metrics can be displayed as attachments directly on activities.