Dokumentasi

Sales & Catering

The sales pipeline, accounts and banquet proposals — the business a sales team books into the property it works for.

3 halaman

Sales & Catering overviewA pipeline of opportunities against accounts, with configurable stages, sellable products, and a proposal that becomes a real banquet event order the moment it's accepted.
Sales accountsThe companies and agencies a sales team sells to — who to call, why they stay, how they were won, and what each reason for stay is worth in the pipeline.
OpportunitiesThe sales pipeline as a board of stages you own, with weighted value per stage and a conversion rate per referral source.