Create/Edit a Sales Process

This feature is available to Manager users only.

Use Sales Processes to automatically assign and schedule sales steps. Each process can contain up to 25 sales steps. When a process is assigned and triggered, the Web Control system automatically schedules the steps, which appear as activities in the Organizer.

Use the following links for information on how to:

Create a New Sales Process

Edit a Sales Process

Delete a Sales Process

Create a New Sales Process

To create a new sales process:

Click the Tools tab.
From the Sales Processes section, click Create/Edit Sales Process.
Click Create New.

In the Enter a Sales Process name box, type a name for the process.
In the Enter a brief sales process description text box, type a description for the process.
Click Submit.

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Create the Sales Process step(s).

Enter the Timing by typing the duration and selecting either min(s), hr(s), day(s) or month(s) from the list. The timing defines when the Web Control system schedules the activity.

Select the Action Type.

Email - Schedules an activity on your Organizer to send an email to the customer
Letter - Schedules an activity on your Organizer to send a letter to the customer
Phone Call - Schedules an activity on your Organizer to make a phone call to the customer
To Do - Schedules an activity on your Organizer to do tasks such as changing a prospect's Sales status
Automated Email - Schedules an automated email to be sent. See Automated Email for more information.

Important Note:

If you have more than one automated email in a sales process, be sure to have at least 35 minutes elapse between the times they are sent. For example, if you send an automated email 10 minutes after a prospect is created, then be sure the next message is sent at least 45 minutes after the prospect is created.

If you do not allow the time to elapse, the second email is not sent.

For Email, Letter, Phone Call and Automated Email Action Types, select a Template to use (if desired). You can select a Global template.

Select the individual the step is Assigned To. The Default Salesperson is the salesperson who owns the prospect.

Important Notes:

When you assign a step to someone other than the default salesperson, be aware that any merge codes in templates that reference a salesperson will reflect the salesperson who owns the prospect not the salesperson who may be completing the action.
The Assigned To option is not available if the step is an Automated Email.

Type a descriptive Title for the step.
Type a Description for the step.
Select a Reminder option for the step.
Click Submit to add the step.

Repeat step 8 until all steps are added. You can add up to 25 steps for each process.
Click Finish. When you finish creating a sales process, you can assign it. Refer to the documentation on Assigning Sales Processes for more information.

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Edit a Sales Process

To edit a sales process:

Click the Tools tab.
From the Sales Processes section, click Create/Edit Sales Process.
Select the process you want to edit from the list of existing processes.
Modify or delete existing steps or add new steps.

To modify an existing step, click the Edit button next to the step and make changes as needed. Click Submit.
To delete an existing step, click the Delete button next to the step.
To add a new step, add the Timing, Action Type, Template (if needed), Assignment (if needed),Title, Description and Reminder for the new step and then click Submit.

Click Finish.

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Delete a Sales Process

To delete a sales process:

Click the Tools tab.
From the Sales Processes section, click Create/Edit Sales Process.
Select the process you want to delete from the list of existing processes.
Click the Delete button above the current steps.
Click OK to confirm deletion of the process.

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Revised: March 2010