Please find attached below the topics discussed on this page:
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What is
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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.
Where the Sales Models section is located?
Log in to the CRM instance and from the left side menu, scroll down and click Sales Models
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Types of Sales Models
There are a few Sales Models that can be created according to the users' needs, for example:
Hard Sale
Pre-sale
etc.
How to create and set up a new Sale Models
From the Sale Model page, click on the + Create new button
The user is redirected to the Sales Models Settings page
Create the sale model as per your company needs. For instance:
- Straight Sale (Hard Sale)
- Subscription (Continuity)
- Pre-sale
- Free Trial or Trial Period Extension
- etc.Click on the Save button on the right side of the page, once done
How to Edit an existing Sale Model
In order to edit an existing sale model, please follow the below instructions.
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
List of Sub-Contents:
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