Create sales process records and associate them with different entity types (opportunity, quote, orders etc)
Visualize the relationships between different sales entities tied to a top level sales level record using a node map hierarchy view
View the corresponding details, activities, emails, attachments, tasks, and checklists associated to the sales process records tied to nodal map hierarchy view
View the consolidated emails and tasks tied to the sales process record and its associated child entities within the corresponding emails and Tasks sub-tabs
Manually add entities to a sales process record using Link Records button on node map view for additional monitoring
Disassociate the entities manually tied to a sales process when records cease to exist, or active monitoring is no longer needed using the Delink button
Toggle between hard links (actively monitored) and soft links (database relationships) on a real time basis and view the updated node map
Compose email for a sales process record and notify the corresponding recipients
Create checklists for a sales process record to capture the list of sequential steps and activities to be performed to complete a business process
Initiate a discussion with concerned stakeholders to expedite communication and collaboration related to the sales process record and its associated child entities
Delete a sales process record when it no longer needs active monitoring
View the line items, details, tasks, emails, characteristics associated with child entity objects
Navigate to the detailed view of an entity record (for example, Opportunity, Quote, etc) using the side link menu option