Set your own process of acquisition with prospect settings
Specify the number of days before the due date where the prospect with be coloured as a warning.
The default process is:
- Not Started
- Make Initial Contact
- Qualify Interests
- Analyze Requirements
- Proposal Development
- Presentation
- Customer Review
- Negotiation
- Contract Signing
- Complete
You can define your own process. Define up to ten steps from initiation to completion.