Using Lead-to-Cash Process Management
Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.
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 within 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.