Standardize your sales process by assigning a task template to each deal stage. We know how hard it can be for a team with many different understandings of what the “Sales Process” entails. We have added the task templates function to ensure it’s done the same way each time.
How does it work?
Assign tasks to each stage in the “Deal Stage” section of the settings tab. These tasks will automatically be added when deals enter that stage. You may also set the deal stage to automatically update the deal to the next step when all tasks for a stage have been completed.
Set Due Dates Automatically!
Schedule tasks for future dates using the “days until due” field . If you enter “7” into this field, the task will be due 7 days from the time your deal enters the stage with this particular task.
A Simple Example
If the first stage of your sales process, “Qualify Customer,” always consists of two tasks, Have an in-person meeting, and Perform a credit check, simply create a deal stage called “Qualify Customer” and add those two items as tasks. These tasks will automatically be assigned to the first stage of each deal you create.
I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.