Operations

New Sales Process

Create one sales process per product-line opportunity. A household may have multiple sales processes.

Sales process creation form

The structured creation form (party / household selection, product line, primary agent assignment, source event linkage, fact finder seeding) lights up alongside the Phase 6b Supabase wiring.

  • One sales process per product-line opportunity.
  • A household may run several processes in parallel (e.g., Health + Life + Retirement).
  • Required: party, product line, primary agent. Optional: source event, household, product interest.
  • Fact Finder is created automatically when the process opens.