From CRM 7 you may define sales guides to make a workplace for the sales rep. that really helps him. It's flexible enough for most sales situations and will collect the right data for analyzing and drilling to enable accurate forecast and the right coaching .
Examples showing simple and complex guides:
- Simple: one sale type, no mandatory, no auto-suggestions.
- Complex: multiple sale types, some mandatory steps, some auto-suggested activities.
- How the guides appear and work in the client