Topic:

Sales Management

Associate Deals with Pipeline – Video Guide

< 1 min read

The sales pipeline allows you to set up the stages of your sales tailored to your business processes. You can track and monitor the progress of your deals throughout the simplified sales pipeline. In this video tutorial, you will learn how to associate your deals with a sales pipeline.

Edit Existing Sales Pipeline – Video Guide

< 1 min read

You can easily edit an existing sales pipeline in Saphyte CRM. Just follow this video tutorial where you will learn the quick steps to easily change the details in your sales pipeline.

Configure Lead Scoring – Video Guide

< 1 min read

Saphyte’s Automated Lead Scoring helps you prioritize your leads by applying score conditions to identify which leads have the most potential to progress into a closed sale. In this video tutorial, you will learn how to configure lead scoring. Just follow these steps to further maximize lead scoring details in Saphyte CRM.

Set Rules for Lead Scoring – Video Guide

< 1 min read

Lead scoring is a helpful tactic to know where your leads are in your sales process. In this video tutorial, you will learn how to create and set rules for lead scoring which will help you identify leads who are most likely to close deals.

Create a Sales Pipeline – Video Guide

< 1 min read

The sales pipeline allows you to set up the stages of your sales tailored to your business processes. In this video tutorial, you will learn how to create a sales pipeline. You can track and monitor the progress of your deals throughout this feature.

Moving Deals along the Sales Pipeline – Video Guide

< 1 min read

There are different stages where your deals move in your sales pipeline. In this video tutorial, you will learn how to move deals from a particular stage to another. This will help you regulate deals and manage them properly.

Add Deals – Deals Management

< 1 min read

In this video tutorial, you will learn how to manage and create new deals and pipelines. Deals Management is a systematic approach to managing your deals in one place. It provides you the visibility of the movement of your current deals and your forecasted income.