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In the tab Overview you can see the sales phases as well as the checklists linked to them and you can see the project team.

Sales phases

In the graphical representation of the sales phases the current phase is marked blue. You can use the edit button next to the phases to release the area for editing and switch to any other phase. You can also switch to another phase via the detail area in the preview.

The administrator can enter an automatic probability for each phase. As soon as the sales project reaches this phase, the defined probability is adopted. Probabilities can also be adjusted manually in the detail area of the preview. If a manually entered probability is already above the automatic probability of the phase, the probability is not overwritten.

A theoretical explanation of the sales phases can be found here. The phases can be customized by the administrator.

For each sales phase, checklists can be defined and maintained by the administrator. The checklist entries provide information about what is to be done in the respective phase. However, it is possible to switch to another phase without checking off all the checklist entries.

There are checklist entries that have to be checked off manually and those that are checked off automatically. To check off an entry manually, select it and click the "Set completed" button (e.g. when a contract is signed). This records who set the entry to completed and when. You can also undo this by marking the entry and clicking on "Set not completed".

Automatic entries are checked by the system and ticked off as soon as the required information has been entered in the system (e.g. project start has been entered).

Buying center & internal project team

Person responsible for the project

The person who creates the sales project is automatically added as a team member and marked as project responsible. Another team member can be entered as "responsible" at any time via the edit view. The responsible person is marked with an asterisk in the "Buying Center and internal project team" area.

Each member in your project, external or internal, can be entered here with a role for this sales project.

Roles in the sales project

The following roles are available:

  • The Initiator identifies a need to be bought in to be able to achieve a goal.

  • The Decision Maker strengthens the company through his decisions.

  • The influencer supports the profiling of the innovation.

  • The user has a workload reduction through the application of the innovation.

  • The buyer negotiates the conditions with the internal sales department or with the internal area manager.

Create "MS Teams" Team

You can create an "MS Teams" team for the members of the sales project. To do this, click the "MS Teams" button and select the action "Create team". A preview opens where you can give the team a name and add or remove contacts from the team. Internal project members are automatically assigned the "MS Teams" roles "Owner" or "Member". External project members are assigned the "MS Teams" role "Guest".

The following additional actions can be found in the drop-down menu of the "MS Teams" button:

  • Edit Team: With this action you can add members to the existing team or remove members from the team.

  • Select Team: With this action you can select an "MS Teams" team from any sales project.

  • Restore Team: You can use this action to restore a deleted team.

  • Open MS Teams: Use this action to open the team in MS Teams.

  • Delete Team: Use this action to delete an "MS Teams" team.