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How to Create or Modify Sales Funnels in 2020 Manager

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Article Number000008675
TitleHow to Create or Modify Sales Funnels in 2020 Manager
Applies to2020 Manager
Body of the Article

The sales funnel or pipeline is a way to measure and categorize the progress of negotiations. This feature shows the store's portfolio as a negotiation with customer progresses. 


 

How to Create a Sales Funnel 

  1. Click on CRM 

  1. Click the Settings option in the menu. 

  1. Click on Sales Funnels

  1. Click the add icon to begin  

  1. Enter the description for the new sales funnel

       6. Enter the necessary steps needed for the sales funnel and click on Save

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How to Modify an existing Sales funnel 

  1. Click on CRM 

  1. Click the Settings option in the menu. 

  1. Click on Sales Funnels

  1. Locate the sales funnel to modify and click the icon Go to record.   

  1. On the open screen, modify the funnel description information or add new steps. 

  1. Click on Save

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    Related Reference 

    How to Complete\Update Company Information in 2020 Manager
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    How to Create Suppliers in 2020 Manager
    How to Create or Modify Payment Conditions in 2020 Manager
    How to Create Sales Goals in 2020 Manager
    How to Create or Modify Manufacturing Items in 2020 Manager




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URL NameHow-to-Create-or-Modify-Sales-Funnels-in-2020-Manager

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