Overview of creating and monitoring sales processes

Access the Lead-to-Cash Process Management application from the CSM Configurable Workspace to create sales process records and monitor the sales process using the sales process dashboard.

• Create a sales process record

  Create a sales process record to monitor and track sales activities for a customer account.

• Navigating the sales process dashboard

  Become familiar with the sales process dashboard so you can navigate and use the dashboard to monitor the sales process.

• Monitoring and tracking sales activities

  Monitor and track sales activities for a customer account after you have created a sales process record.

• Create and manage task checklists

  Create checklists to ensure thoroughness, consistency, and prevent errors while completing routine tasks and processes such as fulfilling orders.

• Add attachments for a sales process record

  Attach files, documents, images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

• View and send emails in Lead-to-Cash Process Management

  View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.

• Linking, delinking, and link conversion conditions

  Become aware of the conditions for linking, delinking, and hard or soft-linking records on the node map.

• Create business process tasks

  Create business process tasks to track miscellaneous tasks at the sales process record-level.