The Sales Process isn’t just a single act of selling — it’s a complete journey that starts from the first contact with the customer all the way through closing the deal and generating revenue. 📌 The stages of the sales…
Simply put, a Workflow means having the system execute certain steps automatically when a specific event happens, without any intervention from the user. Examples: ✅ Sends an automatic Email. ✅ Updates a Record’s data. ✅ Creates a new Record. ✅…
Simply put, a BPF is a “roadmap” that guides the user step by step until the work is done correctly. A sales example: Lead ➡️ Qualify ➡️ Develop ➡️ Propose ➡️ Close Each stage has required data that must be…