Pipeline & forecasting — found from sitemap — Livespace

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Facts read from this source

• Multiple sales processes Report an error

  “In LivespaceCRM you have the option to create different sales processes.”

• Process criteria Report an error

  “Clients from a specific segment (e.g., small business, medium business, VIP) can be managed according to a process, that has been designed especially for their type.”

• Process by value Report an error

  “Based on the value of the sales opportunity”

• Process by role Report an error

  “You can also create processes based on the roles of the sales team members.”

• Process count limit Report an error

  “In Livespace, you can save as many sales processes as you like. Thanks to that, you can change or adjust the sales process as needed during your interaction with the client.”

• Active process plan dependent Report an error

  “However, the number of active ones (those available for selection when creating a Deal) depends on your subscription plan.”

• Process deactivation Report an error

  “you can disable the processes that are no longer relevant for your team or company's operations.”

• Default process selection Report an error

  “You can also decide which of the active sales processes will appear by default in the new deal editing form.”

• Process selector on deal Report an error

  “If you have more than one sales process, when adding a deal, you will find a field in the editing form where you can choose the right process from a dropdown list.”

• Change process on deal Report an error

  “When you change the process in a deal, all your previous actions and stages are saved.”

• Filter deals by process Report an error

  “You can find all the sales processes in the filters list, but for your convenience, we’ve also added a quick-access tab on the left side of the screen.”

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