Setting up a sales process, also known as a sales funnel, in Osmos allows you to manage your prospects and deals in an organized and efficient manner. In this guide, you will learn how to configure each stage of the process to optimize your sales flow and improve your results.
1. Click on "Lead & Deals" in the main left menu
2. Click on the three dots to open the sales funnel options
3. Select "Deal Funnel"
4. Click on "Create New Deal Type" or use the default one
A deal type is a categorization or classification of different types of sales deals or opportunities. It helps businesses organize and track deals based on specific characteristics, such as the nature of the sale or the product being sold.
Each deal type has its own sales funnel.
For example, in a software business, deal types might include "New License Sale," "Software Upgrade," "Additional Modules," or "Renewal." Each deal type can have unique characteristics, sales processes, and considerations associated with it.
5. Add or customize stages
To add stages to the sales funnel, select the desired "Deal Type." Once selected, add the stages to your sales funnel and assign a color to each one. Ensure the stages are correctly ordered. You can rearrange them by dragging and dropping.
NOTE: By default, Osmos sets the last stage of a sales funnel as "Won." This stage does not appear in the sales funnels and cannot be customized, but it will always be visible when working on a deal.
Learn about the deal rotting feature.
