Procedures

This section describes how to set up a Sales Funnel Template

1. Go to Sales > Sales Admin > Funnel Administration and click the ADD icon.
2. Fill in Funnel details on the Funnel form > Funnel tab
   • Funnel Definition: input a distinct name for this Sales Funnel
   • Type: select from drop-down list based on values defined by General Code FUNNTYPE
   • Phase Count: specify the number of phases to be defined in this Sales Funnel.  Default value = 1
   • Default Flag: select the checkbox to define this as the default funnel to display from Sales Main Menu > Quick Views > View Funnel
   • Funneldef No.: this number is automatically assigned by the system
3. Set up each phase (to a maximum of 9 phases) for this Sales Funnel
   • Associate a Probability % to represent the likelihood of the Sales Opportunity closing, where the higher the phase completed, the higher the probability
   • The % probability input for each phase needs to include cumulative probability of any phases previous to it; and be less than 100 (since a value of 100 would indicate a certainty in closing the Sale)
   • Click the Save icon to save the phase.  The Funnel Definition Items grid will appear.
4. For each phase, define at least one step, i.e. a Funnel Definition Item
   • On the Funnel Definition Items grid, click the Add icon and define its attributes in the “Funnel Def Item: Add” window that appears:
     • Title: input the name of this step
     • Funnel Position: specify which phase this step belongs to
     • Sequence No.: specify the numbered sequence this step exists as part of this Funnel
     • Comment: optionally add more text details as necessary

      

   • Click the Save icon to save this step
   • Repeat for as many steps as needed for this phase

Suggestion: as a next step, your administrator may configure this sales funnel definition to a Sales Opportunity interest