Cross-sell

1 Cross-sell: one customer, one deal per department When a deal in one department reaches the point you choose, the next department's deal opens for the… 2 Switching Cross-sell on A separate module in the Full Suite plan: what appears when it is on, what stays the same,… 3 Before you write a rule One pipeline per department, the stages in order, a circle for each team, and the contact person and… 4 Writing a cross-sell rule The eight steps of the rule page, read from top to bottom as the rule will act, and… 5 When a rule starts Reaching a stage, being won, or coming near a date on the deal, and exactly which deals count… 6 The wait and working days Why a rule waits, how working days are counted from the Calendar, the hour it opens, and what… 7 What the new deal carries Its pipeline and stage, its name, and what comes across from the first deal: customer, company, contact person,… 8 Who gets the new deal Your Deal assignment rules, a circle in turn, or one person, and what happens when nobody is found. 9 The first task and the handover The task the new owner finds, when it is due, and the handover note that starts the deal's… 10 What stops a deal opening An open deal there already, Do not contact, once in a number of days, never back into the… 11 The waiting list Every deal due to open, when, and for whom; and Open now and Don't open for whoever manages… 12 Cross-sell on a deal's page The card on the first deal, the line under the title of the deal it opened, and the… 13 Deals already there when a rule is saved Why a new rule leaves alone the deals already at its stage, how to ask it to open… 14 Who is told The new owner, by the Deal assigned to you notice; and the first salesperson, when the deal opens… 15 Leads that ask about several departments Interested in on a lead, and how converting it opens one deal for each department ticked. 16 Do not contact The tick on customers and on the people at a customer, and exactly what it stops. 17 Credit for the first salesperson Whether the salesperson whose deal opened the next one is shown as having brought it in, and what… 18 The cross-sell reports What each department passed on and won, who brought it in, and why customers said no. 19 Worked example: tiles, kitchen, wardrobes One customer, three departments: Sharma Residence from tiles to a modular kitchen to wardrobes, with the dates and… 20 Who can do what The Cross-sell rules permissions, who sees the deal card and the waiting list, and how the new owner's… 21 Cross-sell on a phone The rules, the rule page, a deal's Cross-sell card and the convert window, laid out for a phone. 22 Cross-sell: frequently asked questions Rules for two departments, leads, deals made by import, what happens when people leave, and more.