Sales Funnel (BTB)

Learn about sales funnel configuration settings.

The settings for the sales funnel in Aurea CRM win can be defined here, see Configuring the Sales Funnel in the BTB manual.

Note: These settings apply to Aurea CRM win only.

Interval n

These options are used to define intervals. Enter the number of time units in each interval and the unit type separated by a semicolon.

The following unit types are available:

1=Day, 2=Week, 3=Month, 4=Year, 5=Decade.

For example, enter 30;1 for 30 days.

If no intervals are entered, the scale automatically begins with the current date in intervals of 30/60/90 days.

The following provide default values for the sales funnel:

Enter "1" to include information on all records that do not fall within the intervals defined.

Enter a date from which opportunities are calculated.

Enter "1" to begin the calculation from today's date. This option takes precedence over the value specified under Date.

Enter "1" to include the weighting of offers in the calculation.

Enter "1" to include all countries in the calculation.

Enter "1" to include all areas in the calculation.

Enter "1" to include all products in the calculation.