Please find attached below the topics discussed on this page:

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.

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

Types of Sales Models

There are a few Sales Models that can be created according to the users' needs, for example:

• Hard Sale

• Subscription

• Pre-sale

• Trial Period Extension

• etc.

How to create and set up a new Sale Models

1. From the Sale Model page, click on the + Create new button

2. The user is redirected to the Sales Models Settings page
   

   

3. 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.

4. 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.

1. From the Sale Model page, click on the sale model name and be redirected to the sale model settings page (see below example)
   

   

2. Make the changes accordingly

3. 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:

1. General

2. 60-day Stage

3. Before Continuity

4. Continuity Cycle

5. 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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