Sales Directions
After the configuration of the roles, you need to assign employees to the Sales directions. 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 Leads, Opportunities, Customer Companies, Content.
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 new group | N | Select the checkbox if you need to add a new user group for the sales direction. |
| 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 forms Leads, Opportunities, Customer Companies, Content. The field Group is only available if the the checkbox Add new group is not selected. |
| Owner | N | The employee responsible for the group. The field is filled in automatically from the group's Responsible if specified. The field Owner is only available if the the checkbox Add new group 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 | N | Select the checkbox if the sales direction provides products. |
| Products | N | Specify the products included in the sales direction. |
| Recurrent service | N | Select the checkbox if the sales direction provides recurrent services. |
| Services | N | Specify the services included in the sales direction. |
| Solution | N | Select the checkbox if the sales direction provides a solution. |
| Vendors | N | Specify the vendors that provide the solution included in the sales direction. |
| Project works | N | Select the checkbox if the sales direction is related to project work. |