The Sales Process Administration tab lists all existing sales processes. You can configure existing sales processes or create new ones.
To view or edit a sales process's details, click its name.
Note: Editing a sales process affects any open opportunities that use it. You should only make changes with guidance from Altify.
The Sales Process Details page shows information such as sales process name, sales cycle duration, industry verticals, deal sizes, and modification data.
The Details section has the following buttons:
| Field | Description |
|---|---|
| Edit | Use this button to change the sales process name or description. |
| Advanced | Use this button to make detailed changes to the sales process. For more information, click here. |
| Delete |
Use this button to delete a sales process. |
| Clone |
Use this button to create a copy of the current sales process.
|
| Done |
When you have finished configuring your sales process, click this button.
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