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Managing how your reps process a sale

Configure the Make Sale flow that reps complete when processing sales in Sellfire, including the pages, fields, and order of those.

Create and update your reps' Make Sale flow

  1. Navigate to System Configuration > Your Organization > Make Sale Configuration to view your current Make Sale flow.
  2. In the left pane of your screen under PAGES, click through the existing Make Sale pages to see the current page titles, section titles, fields, links, and notes included in each page in the middle pane of your screen.
  3. In the right pane of your screen, you can see a preview of what the rep will see in that specific page when they are completing the flow.
  4. Drag and drop entire pages to determine the order that reps will see them.
  5. Hide pages from the rep flow.
  6. Delete or add additional pages to the flow.
  7. Require reps to enter or select information for specific fields before they can progress further in the flow.
  8. Delete, add, or rearrange (by dragging and dropping) page titles, section titles, fields, links, and notes to your pages.
  9. Once you have completed your configurations, click the Save button at the top right of your screen. Once saved, reps will see your updated configurations the next time that they click Make Sale in their call results flow.

Requirements

  1. The Product selection field is required to be included in the flow.
  2. You must have at least one product available for reps to select in the Product selection field, which you can configure in the System Configuration > Your Organization > Manage Products section.
  3. If you have toggled on the Enable Contract Duration and/or Enable Payment Terms fields in the System Configuration > Your Organization > Manage Products section, those fields will be required in your Make Sale flow.
  4. If you would like a PandaDoc page included in your flow, you must be "Connected" to PandaDoc from Sellfire via the System Configuration > Integrations section. Once you connect to PandaDoc, a PandaDoc page will populate as a "hidden" page. To make it visible to reps, click the eye icon for that page, and move it to where you would like it to be in the flow.