Sales Process (FATA010 - SIGAFAT)

This routine enables definition of each task in a sales process, attributing its contribution percentage to the process as a whole and enabling representatives to draw a schedule of the stages in their sales efforts.

 Through this file, it is possible:

• To define the sales process for a specific sale opportunity;
• To build the Pipeline, by which the progress of the sales processes can be viewed graphically.

For each process, a stage can be defined, which will determine the phase of the sales process to be followed and the tasks in the process, together with the customer.

Example:

The system automatically updates the stage in the sales process of the opportunity, while making Annotation of Visits/Expenses. 

The automatic update is based on the Rules folder, where the terms for changing and the actions to be taken are defined.

Thus, while defining the sales process, the rules for the progress of the stages of the sale opportunity can be established based on the annotations of the visit, minimizing the need for manual interventions in the stages of the opportunity.

Procedures

Adding a sales process:

1. Select Add.

The Add screen is displayed.

2. In the upper area, fill out the code and description of sales process and the necessary notes.

3. In the lower area, the following folders are available:

- Stages Folder

- Rules Folder

4. Fill out data according to field help instructions.

5. Check data and confirm them.