Please find attached below the topics discussed on this page:
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Where the Sales Models section is located?
Log in to the CRM instance and
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go to the left-side menu
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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:
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
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This section is configurable ONLY if the toggle Enable Pre-reoccurring Cycle?, at the top of the Sale Model page, has been switched to ON.
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However, all subscriptions setup can be done by using the 60-day Stage, so this section can be left blank.
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