D
Daniel

Steps: Define your sales flow

Organize the primary stages to track your deals from start to finish

Process NameEnterprise SaaS Process
IndustrySaaS (Software as a Service)
Standard Steps9 SaaS Steps
Drag steps to build your process below
Your Steps0 Steps

Set the default timelines

Edit the suggested duration for each step before activating this process

Process NameEnterprise SaaS Process
IndustrySaaS (Software as a Service)
Your Steps
Adjust the expected days for each stage
I confirm that the timelines for these steps have been reviewed and aligned with the process experts.

Substeps: Set your stage criteria

Add the specific tasks or documents required to move a deal to the next stage

Process NameEnterprise SaaS Process
IndustrySaaS (Software as a Service)
Your Steps
Click each step to configure the substeps below
Set up the Substeps for each stage below