Updating the sales process

The sales process for a lead/deal can be viewed by clicking on the respective lead/deal. For example –

Clicking on the sales process will open up a new page showcasing the sales process activities applicable for the deal/lead.It will show the current status of the activities done and pending.

The sales agent to whom the sales process is assigned to, can update the activities done. To update the sales process, the sales agent needs to click on the link on the top and click on the checkbox beside those activities/tasks that has been accomplished.

In case a sales tool is integrated within the sales process, it allows the sales agent to add details of the activities in the sales process. For instance in the below screenshot, Initial Call has been added as a sales tool in the sales process which allows the sales agent to fill in the details of the call into the fields.