Sales Directions
After the configuration of the roles, you need to assign employees to the Sales directions. A sales direction is an organizational structure used for the grouping of the employees depending on their field of activity. An employee's sales direction is automatically added to the corresponding field on the forms Lead, Opportunity, Marketing Message, Partnership Program.
You can see existing sales directions in the table Sales Directions (crm_selling_direction).
Role required: crm_admin.
To create a sales direction, complete the steps below:
- Navigate to CRM → Settings → Sales Directions.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Sales Direction form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | N | Add the title of the sales direction. |
| Add a new group | N | Select the checkbox if you need to add a new user group for the sales direction. |
| Existing group | N | Specify the user group to be assigned to the sales direction. The sales direction is automatically added for the particpants of this group on the Lead, Opportunity, Marketing Message, and Partnership Program forms . The Existing group field is only visible if the the Add a new group checkbox is not selected. |
| Responsible for the group | N | The employee responsible for the group. The field is automatically filled in with the group's Responsible if specified. The Responsible for the group field is only visible if the the Add a new group checkbox is not selected. |
| Allow quick closing | N | Select the checkbox if the opportunities of this sales direction can be closed as won on any stage. If the checkbox is not selected, the opportunities can only be closed as won starting with the Decision stage. The setting is relevant if the value of the system property crm.allow.quick.closing is false. If it is true, you can close any opportunities on any stage. |
| Product portfolio | N | Select the checkbox if the sales direction provides products. |
| Products | N | Specify the products included in the sales direction. |
| Subscription services | N | Select the checkbox if the sales direction provides subscription services. |
| Services | N | Specify the services included in the sales direction. |
| Complete solutions | N | Select the checkbox if the sales direction provides solutions. |
| Vendors | N | Specify the vendors that provide the solutions included in the sales direction. |
| Project works | N | Select the checkbox if the sales direction provides project works. |