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Working with the sales process

What is working with the sales process in Livespace and how to configure it?

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Written by Support
Updated over 2 weeks ago

Opening a sales deal in Livespace means opening a sales process. It is visible on the right side of the deal profile.

In this article, we described:


What is a sales process in Livespace?

The sales process is the core component of Livespace. It helps improve sales results and defines the probability of winning a deal. It specifies the actions that should be completed within sales activities and serves as a checklist that helps determine the current stage of the process.

Each action completed within the process increases the likelihood of closing the deal. If you lose a deal at a certain stage, Livespace will record the furthest stage you reached. This is vital for analyzing your sales efficiency and will be reflected in your statistics. You’ll know at which stage you most often lose potential customers, helping you improve your process.

The influence of actions on deal success depends on how you configure the process—i.e. which actions are more or less important for winning deals.

Livespace provides a default sales process when you create an account, but administrators can freely modify it in Account Settings > Deals > Processes.


​Sales Process Templates

You can build your process from scratch or use one of the available templates:

The default sales process in Livespace is a universal model that supports sales teams at every stage of the sales journey - from the first contact with a client to the finalization of the transaction. The structure of the process is designed to simplify sales pipeline management, enabling consistent progress monitoring and effective implementation across various industries. This allows users to easily tailor the process to their needs while maintaining transparency and efficiency in sales activities.

The MEDDIC sales process is a structured methodology for qualifying and closing B2B sales, particularly for high-value transactions. It is based on six key elements:

  • Metrics – Defining measurable benefits and ROI for the client.

  • Economic Buyer – Identifying and engaging the key decision-maker.

  • Decision Criteria – Understanding the factors influencing the selection of an offer.

  • Decision Process – Mapping out the steps and key stakeholders in the purchasing process.

  • Identifying Pain – Analyzing and addressing the client’s key problems.

  • Champion – Finding an internal advocate for the offer within the client’s organization.

With a clear structure and emphasis on critical aspects of the purchasing process, MEDDIC enables better management of corporate sales, improving the effectiveness of sales efforts.

The BANT method is a proven lead qualification technique that helps sales teams assess potential clients based on four key factors:

  • Budget – Does the client have the funds for the purchase?

  • Authority – Are we speaking with the decision-maker?

  • Need – Does the product or service meet the client’s actual requirements?

  • Timing – Is this the right time for the purchase?

By analyzing these aspects, the BANT method helps focus sales efforts on the most promising opportunities, increasing the efficiency of the sales process.

The Sandler sales system is a methodology based on building long-term relationships with clients, founded on trust and mutual respect. A key element of this technique is open communication, allowing salespeople to better understand the client’s real needs and challenges.

The Sandler model emphasizes conducting conversations naturally and non-aggressively, making it easier to identify problems and tailor offers to the buyer’s expectations. This approach supports effective deal closures while ensuring the client feels comfortable and engaged in a partnership-based collaboration.


You can customize each template in the configurator to suit your needs.


Sales process configurator

To add a new sales process: Go to Account Settings > Deals > Processes.

In the first section, enter the process name. You can:

  • Choose post-sales task templates (described in a separate article).

  • Enable the requirement to assign products to deals (if enabled, the deal cannot be marked as "Won" without a product).

In Livespace, the sales process is divided into two parts: stages and actions.

  • Stages give you an overview of the progress of a given sales process.

  • Actions inform you what tasks need to be completed at each stage of the deal.

Livespace lets you easily adjust the sales process to your needs. To do so:

  1. Go to Account Settings, select Deals from the menu on the left, then go to the Processes tab and click Edit.

2. Decide what stages your process will consist of. You can:

  • Define a name for each stage,

  • Add a stage description,

  • Change the order by dragging,

  • Add a new stage by clicking Add stage,

  • Delete a stage by clicking the X in the upper right corner of the stage box.

3. Decide whether you want to set a duration for each stage.

  • Under each stage name, you can set the number of days (0–999) the stage should last.

  • If a deal remains in a stage longer than the defined duration, it will be highlighted in red on the Kanban board.

4. Decide what activities to perform in each stage. As with the stages, you can:

  • define the name of each action

  • add a description of the action

  • change the order by dragging it to the appropriate place

  • add a new one by clicking Add action

  • delete by clicking the cross in the upper right corner of the action area.

5. Assign weights to each action that tell you how performing the action brings you closer to completing the process and winning the deal.

6. For each activity, you can also define additional settings by clicking the gear icon.

7. You can choose from the following options:

  • Obligatory - means that performing the action is necessary to be able to win the sales opportunity

  • Can be completed by - allowing you to choose who can perform the action - anyone, manager, administrator, or maybe only designated people

  • Note required - execution of an action will not be possible without first adding a note, or a note with a file.

  • Notify - allows you to automatically send a notification to a selected group of people, for example, administrators, managers, or participants of a sales opportunity, when a certain action is completed.

  • Add an action - allows you to add a task after selecting an action in a process.

8. You can add tips to each step and process. Read more about it here.

9. Once you have configured the steps and activities and assigned them the appropriate weights, click Save and Exit.


Worth knowing

In Livespace, you can have multiple sales processes and use them in parallel.
Learn more about using multiple sales processes.

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