How well was the sales process followed?
Navigate to the Meetings page.
Click on the meeting you want to analyze.
Click the "Process" tab.
Get a high level overview to see how well the sales process was followed.
Expand for Additional Details
You can click on individual steps for additional details about why or why not that part of the sales process was not followed. You can also view how often this step was not followed across the reps most recent meetings.
Selecting Other Sales Processes
If you have multiple sales processes saved, you can select between them from the dropdown at the top.
