A Salesbox action plan is the same as a sales process.


The percentage an opportunity (qualified deal) has is used to calculate the weighted value of the potential deal. The percentage can be set both automatically or manually depending on what type of process you are using for the individual opportunity.


There are three different types of processes/pipeline in Salesbox.


Dynamic process

With this type of process you don't change status on the entire Opportunity to get a percentage. The percentage is a summary of the individual activities that have been marked as done. With a dynamic process you check the activities you are done with in the order you prefer and that generates a total progress percentage automatically.


Stage based process - automatic percentage

With this type of process you move (drag & drop) the opportunity from one stage to another. The percentage is set automatically depending on what stage it is in.


Stage based process - manual set of percentage

With this type of process you move (drag & drop) the opportunity from one stage to another. The percentage is however set manually by the user.