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Process Builder for Sales Step Processes

The Opportunity tracking resources in EBSuite range from simple "Sales Stage" tracking to monitoring a complex step-wise process from the Process Builder.

You may already know how to create an Opportunity from an Opportunity Template.

If you are trying to manage your Opportunities with greater detail, you may want to launch the Opportunity with a Sales Process. The Sales Process is a series of steps you define in the Process Builder.

Video Link See how a Sales Process can help manage Sales progresssion.


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