Process template · Retail customers
- Advisory call
- Send quote
- Closing call
Process templates for the whole team
Write your selling method once, and every new opportunity gets all the steps, with an owner and a due date.
Sales team leads
The whole team sells one way, and stalled deals surface at once
A team lead sets process templates and automation rules for a small team. Stalled opportunities are flagged, and every follow-up has an owner.
Stalled opportunities
- BTan Viet BookstoreKhanh · stuck at quote for 12 daysAlert
- CA Chau Printing Co.Lua · no next step for 9 daysAlert
- CPhu Thinh Wood Co.Tuan · stuck in negotiation for 8 daysAlert
- SHoa Binh SupermarketHa My · following the processOn track
Sound familiar? Flip a card to see how SB handles it.
Sales team leads: one business cycle on SB
Everyone on the team sells differently. Where deals get stuck, you only learn at quarter end.
The best way to sell lives in one person’s head.
You build a process template for each type of customer. New opportunities arrive with every step in place, each with an owner and a due date.
Process templatesTasks
Process template · Wholesale customers
- First call
- Send catalog
- Quote
- Schedule a follow-up
- Close or drop the opportunity
Step 1/7
What SB changes: Sales team leads
Just created
- Open the Hoa Binh display shelf projectToday
- Assign the installation to KhanhFriday
Win an opportunity, the project opens itself
When an opportunity moves to won, the project is already open and the work is assigned to the right people. You do not chase anyone.
Opportunity health
- Tan Viet BookstoreStuck at quote28
- A Chau Printing Co.Idle35
- Hoa Binh SupermarketOn process74
Stalled deals trigger alerts
Stuck or idle opportunities appear with their owner, so you can check in before they go cold.
Frequently asked questions
Can people on my team see each other’s customers?
That is up to you. SB sets permissions by role and scope: only people you invite to the workspace can see anything, and they see only what the permissions you grant allow.
What is the difference between a process template and an automation rule?
A process template is the steps of your sales process: a new opportunity gets all its tasks by step. An automation rule fires when something happens, such as winning an opportunity, and SB opens the project and assigns the work.
If I change companies, can I take the processes I built with me?
Your processes and templates live in a workspace you created. You can export your data to a file at any time.
Does Sulato AI assign work to my team on its own?
Yes, once an admin turns it on. Every policy starts in observe mode so you can preview what Sulato AI would do. For an idle opportunity, Sulato AI creates a task for the owner, and if it stays idle, it tells the decision maker.
Create a workspace for your team
Sign up, pick your trade, and SB sets up templates and terminology that fit your business.