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To Set Sales Lifecycle in CentraHub CRM

To Set Sales Lifecycle in CentraHub CRM

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1. Go to settings of CentraHub CRM. Type Sales Life Cycle in the search box on the left side of the screen.

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CentraHub CRM Support

2. From the drop-down list of business, Click on Sales life cycle.

3. In the Sales Life Cycle list page, enter the relevant details.

Field Specification of New Sales Life Cycle

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Name

Enter the Sales Life Cycle name.

Description

Enter description related to the Sales Life Cycle.

Overall SLC age

Enter the overall age of SLC.

Active/Inactive

Select Active to set the Sales Life Cycle as default in your CRM

4. Click save.

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Stage: To create the stage, Click on “Add stage”.

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CentraHub CRM Support

Stage Details: Enter details for each stage of the Sales Life Cycle. As shown in the picture below.

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Opportunity: Enter the opportunity stages where you can forecast your sales.

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CentraHub CRM Support

Documents: Attach all documents related to the Sales Life Cycle.

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Escalation Trigger: Set the escalation rule to identify in which stage it needs to be triggered. (Click on Add to create the escalation rules)

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CentraHub CRM Support

Stage start & end Trigger: Set the start and end time of the trigger. Select the template for how it has to be triggered.

List of Stages in Sales Life Cycle

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Stage Mapping: Select in which stage quotation and sales order have to be created

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Products: Enter the product in the Sales Life Cycle. (To add more products, click + option and to delete, click on the Delete icon)

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CentraHub CRM Support

4. Click Finish.

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