Sales Step

Through the configuration of your sales step, Cienapps allows you to better manage the advancement of your ongoing quotations and manage your sales funnel.

 

 

You can easily configure your own sales step, order them based on your sales flow and allocate them different closing percentage.

 

 

 

The quote table allows you to track your quotation progress at a simple glance or filter them by step.

 

Allocated percentage at each steps will impact your sales funnel, which you can access through your sales dashboard.

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