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Below is a detailed guide on how to set up Sales Plans.
Sales Plan (SP) Description
The CRM section contains Sales Plans (SP).
Button to display the list of sales plansSelected Sales Plan name
Selected Sales Plan name
Add a new deal
Buttons: "List", "Board", "Edit":
List – view leads in a list format.
Board – default SP view with automatic status tracking.
Edit – configure the structure of SP statuses (stages).
Filter by specific status
Filter by manager in SP
Search panel – search deals by name, email, or phone number.
Total number of deals and their sum
Lead sorting by parameters
Filtering panel.
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Creating a Sales Plan (SP)
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Click the button (2) to open the list of all Sales Plans (SP).
In this section, you can add a new SP (3) by clicking the "+ Create" button.
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Sales Plan Name
Average Check Amount
Chat Label (maximum 12 characters)
Distribution Type
Adding Managers to the Sales Plan
Sales Plan (SP) Setup
After creating an SP, it must be configured.
For this example, we will use an SP named "New SP".
SP Distribution Types
There are two types of lead distribution:
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The lead distribution mode can be changed at any time by opening the Sales Plan (SP) and saving the changes. Similarly, managers can be added or removed from the SP as needed.
Statuses in the Sales Plan (SP)
Next, you can configure statuses in the SP.
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If this checkbox is enabled, the user can specify a list of reasons.
When a manager moves a deal to a failed status, they will be required to select one of the failure reasons.
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Editing Sales Plan Settings
To access the status editing window for a Sales Plan (SP), click the "Edit" button.
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Name of status
Color of status
Button to add new status
Working with the Sales Plan (SP)
To start working with an SP, leads must be added. There are two ways to do this:
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There are two working modes for the SP:
"Board" Mode
"List" Mode
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Board Mode
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To change a lead's status, simply drag the card to a different status. |
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Sales Plan Name – clicking on it opens the deal distribution settings.
Sorting by Status – displays deals in a specific SP status.
Add New Deal – manually create a new deal.
Filter Deals by Status – narrow down deals by their status.
View & Edit Board Mode – manage the layout of your SP board.
Filter by Manager – display deals assigned to a specific manager.
Search Panel – find a specific deal by name, email, or phone.
Total Deals & Deal Amount – view the number of deals and their total value.
Filtering Panel – apply custom filters within the SP.
Sorting Options for Deals:
By creation dateBy custom order
By deal amount
By last move
Default sorting
Deals in the Sales Plan
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List Mode
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In this mode, only vertical scrolling is available to navigate through the list. |
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To change a lead's status, go to section 2 ("Status") and select a different status.
Assigning Leads to a Manager & Transferring Leads Between Managers
Leads in the Sales Plan (SP) can be assigned to managers manually or in bulk.
Manually Assigning a Manager
Go to CRM and open your Sales Plan.
Click on a deal to open it.
Add a manager to the deal.
Bulk Assigning a Manager
Switch to List Mode.
In the top right corner, click "Show More", then select "Mass Actions".
Click on the deals you want to assign or transfer.
Click "Move Deals".
Select the manager and the new deal status.
Set the execution time for the bulk action.
Click "Apply Action".
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How to Cancel Closed Deals in CRM
Users with the "Can edit all deals" and "Can mass edit deals" permissions can cancel closed deals after they have been moved to the "Closed – Successful" or "Closed – Failed" status.
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This ensures better control over closed deal cancellations, preventing managers from violating clear deal closure rules, which could otherwise distort closed deal statistics.
"Reasons for Rejection" Report
This report collects data on closed unsuccessful deals and sales statistics. It helps quickly identify the most common reasons for customer rejection and generate an overall objection statistics summary.
How to Generate the Report
Go to the Analytics section.
Open the Reports tab.
Click "+ Add New Report".
Select the report type "By failure reasons”.
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