Sales Process

Standard sales workflow from lead generation through closing, designed for systematic opportunity management

Objective

Convert leads into customers through a structured sales process that ensures consistent follow-up and proper documentation

Participants (3 roles)

salesRepresentative: Sales Representative
salesManager: Sales Manager
salesSupport: Sales Support

Input

New sales lead from various sources

Output

Closed sale with completed order and invoice

Process Flow

100%
flowchart LR
    node0["Lead Generated"]
    node1["Lead Handling"]
    node2["Get Information"]
    node3["Await Feedback"]
    node4["Close Sales"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

7-30 days

Avg. Completion Time

50-200 leads

monthlyVolume

20-30%

conversionRate

$5,000-$50,000

averageDealSize

Stages Overview

100%
PROPERTIES
STAGE 1
Lead Generated
STAGE 2
Lead Handling
STAGE 3
Get Information
STAGE 4
Await Feedback
STAGE 5
Close Sales
Stage Owners
Sales Representative
Sales Representative
Sales Representative
Sales Representative
Sales Representative
Stage Workers
Sales Manager
Sales Support
Sales Support
Sales Manager
Sales Support
Sales Manager
Duration
2 hours
1 day
3-5 days
5-10 days
1-2 days
Output Fields
• Lead Source*
• Lead Score*
• Product Interest*
• Contact Method*
• Qualification Status*
• Next Action*
• Requirements Documented*
• Budget Range*
• Proposal Status*
• Customer Response*
• Objections
• Follow-up Count*
• Final Deal Value*
• Payment Terms*
• Contract Signed*
To-dos
• Log lead in CRM system
• Assign lead priority score
• Make initial contact within 24 hours
• Qualify lead using BANT criteria
• Populate customer data sheet
• Generate quotation based on requirements
• Address customer questions
• Negotiate terms if needed
• Create invoice
• Get final approvals

Automation Rules

Automation 1: Custom Automation

If stage_overdue, Then send notification to Sales Manager with message: "Lead has not been contacted within 24 hours. Immediate action required."

high

Automation 2: Custom Automation

If stage_overdue, Then send notification to Sales Representative with message: "Customer follow-up needed. No response for 3 days."

Workflow Summary

Total Stages

5

Total To-dos

10

Output Fields

15

Automations

2