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Using Sales Stage Activities to Automate Your Sales Process

With Apptivo Sales Management you can measure the performance of the sales executives and the company’s growth in one single intuitive graphical dashboard. You can have a smooth and organized business sales flow. For more information, https://goo.gl/6Gv1yV

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Using Sales Stage Activities to Automate Your Sales Process

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  1. Using Sales Stage Activities to Automate Your Sales Process

  2. Agenda What are Sales Stage Activities? Sales Pipeline Configuration Options Types of Workflow Configuring an Example

  3. What Are Sales Stage Activities?

  4. Pipeline Configuration Options General Field Layout Sales Stages Sales Cycles (Pipelines) Value & Visibility Conditions Security Restrictions Sales Stage Activities Triggers

  5. Two Types of Workflows Available Standard Features Custom Configuration • Conversion Flows • Sales Stage Activities • Service Level Agreements • Reminders • Approvals • Email Notifications • Accounting Rules Field Dependencies – Use the master layout to show/hide fields & values to guide users through the business flow. Triggers – Perform automated actions based on events that you define.

  6. Configuring an Example For video, visit https://goo.gl/5Nw8WV

  7. Thank You

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