Video Library » Configuration & Setup » Sales Opportunities » Sales Progressions & Fields

Sales Progressions & Fields

This area here is something that's configurable, we can have different prompts of areas that you'd like to fill out upon creation of the sale but what we have set up currently... Read More

This area here is something that's configurable, we can have different prompts of areas that you'd like to fill out upon creation of the sale but what we have set up currently is to add a due date in a value for the sale. Once the sale is created you'll come to this screen as up here you can see that the progression started on Prospect, such as seen before and here is the lifespan and the progression in which the sale will go through to be one. You can also see other areas that we've filled out such as the salesperson, Genomic in the contacts, the value of the sale, the created as well as the due date.

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