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What is the Sale Models section about?
A sales model is a general framework that defines a company’s approach to selling. Therefore in the Sales Model section, users can build and customize their sale models as per their company needs.
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From the Sale Model page, click on the sale model name and be redirected to the sale model settings page (see below example)
Make the changes accordingly
Once done, click on the Save button, located on the right side of the page
What is on the Sale Model Settings page
The Sale Model settings page is subdivided into five different areas:
General
60-day Stage
Before Continuity
Continuity Cycle
Tax Percentage by Country / State
Please find attached below what is on each one of these five subsections.
General
60-day Stage
Before Continuity
Continuity Cycle
Tax Percentage by Country / State
List of Sub-Contents:
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