SalesSeek CRM introduced new feature - Business Regions.
With Business Regions, you can organise your sales and marketing activities by specific geographic regions or business regions of operations.
Here is a step-by-step guide on how to use Business Regions:
Create a Business Region: To start using Business Regions, go to App Settings and select the 'Regions' option. Click on the 'Create Region' button to create a new region. You can name the region, include address details, and also add a brief description.
Associate Funnels to Regions: To associate funnels with Regions, go to the 'Regions' tab, and select 'Add funnel', then select the funnel you want to associate with the region. Click 'Save'. This will enable you to track the progress of your sales pipeline in that region.
In conclusion, Business Regions and the new features for Funnels are powerful tools in SalesSeek CRM that can help you organise your sales and marketing activities, track the progress of your sales pipeline, and include additional details to optimise your sales strategy. By associating funnels with Business Regions, you can easily analyse your sales data by region and make data-driven decisions to improve your sales performance.