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Modeling Sales Funnel Processes

You can model a sales funnel process in ELMA Designer, Processes tab. Creating a sales funnel process is similar to creating a regular business process.

Features of sales funnel processes:

Deal type input variable;
If the process includes deal stage change, it must include two input variables of the Deal Stage type, one of which stores the initial deal stage and the other stores the target deal stage.
CRM+ activities;
Deal stage change is set up with the Change Deal Properties activity or a script;

Fig. 1. Sales funnel process