Membrains Process Editor allows you to create and customize your sales process to the way you want it. But there some additional settings available that give you even more options.
- Go to Membrain Main Menu - Admin - Admin Tab
- Click on the Sales Process you wish to edit
- Click on the Process Settings icon in the black toolbar
- Check the options you wish to apply
Include in reports - Check this box to include this sales process in Win/Loss analysis & Weekly Mails
Dynamic Process - Check this box to allows your team to add or skip steps in individual sales projects. Only non-mandatory steps can be added or skipped (Optional and Helpful)
Enable Attitude and Influence - Check this box to turn on the Attitude and Influence feature in your sales projects
4. Click Save
This capability is only available on Performance and Excellence Tiers of Membran.