Introduction
In the world of business, tracking and managing your sales process is vital for success. Empress offers a powerful feature called Sales Stage that allows you to streamline this process. This user-friendly feature is designed to help you view, edit, sort, and track your sales stages in a systematic manner.
Feature Functionality
The Sales Stage feature in Empress provides a straightforward way for you to:
- Define sales stages unique to your business.
- Easily track and manage the progress of your sales.
- Enhance communication within your sales team by providing a uniform understanding of each stage.
Utilizing the Sales Stage Feature
Viewing the Sales Stages
- From your Empress dashboard, navigate to the CRM module.
- Select Sales Stage. You will see a list of all the stages you’ve defined.
Creating a New Sales Stage
- Click the New button at the top of the Sales Stage page.
- In the Stage Name field, input the name of the new sales stage.
- Click Save to complete the process.
Editing a Sales Stage
- From the list of sales stages, select the stage you want to edit.
- Click the Edit button, make your desired changes, and then click Save.
Sorting Sales Stages
You can sort your sales stages based on the most recently modified stages:
- From the Sales Stage page, click on the Sort button.
- Select DESC to sort the stages in descending order of modification.
User Roles and Permissions
The Sales Stage feature is designed with a robust permission system. Only users with the Sales Manager role have the permissions to create, delete, email, export, print, read, report, share, and write sales stages.
Conclusion
The Sales Stage feature in Empress plays a significant role in enhancing your business processes. By providing a clear and concise way to track and manage your sales process, it allows for increased efficiency and productivity in your sales team.
For more help with Empress, consult the user manual or reach out to our customer support team. Happy selling!