Setting up the sales cycles and phases

In fine tuning, you can create multiple sales cycles, but only mark one as the system default. You add phases to the cycle and activities for the sales team to perform in each phase. This can guide the sales team during the sales process, making the time to process opportunities shorter and more efficient.  It also helps establish a business process for the sales team. 

Click on each Phase to learn about Best Run Bike Company's sales cycles, phases, and activities.

In the following video, you'll learn how to set up the sales cycles and phases based on the business scenario workshop notes.