Sales Flowchart
2025-01-08 18:13:21 0 Report
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Outline/Content
Bind the customer
Only customers can be associated with contracts.
Sales process
Real-time statistics on sales collection progress
clue
Regular updates
opportunity/business opportunity
A contract is managed for payment collection as a project.
Break down sales targets
contract
2. Clue conversion process
opportunity
Collection record
Recovery plan
conversion
Set sales forecast targets
1. Add contacts and customers
collections received
Sales Lead Database
Add a contact
Collect
Collect
Collect
Collect
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