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

The number of active processes depends on the package you have. You can find the limit in our price list.

In this article, we described:

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.

You can build your process from scratch or use one of the available templates (Account Settings-> Deals-> Processes-> Add process)

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:

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:

By analyzing these aspects, the BANT method helps focus sales efforts on the most promising deals, 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.

We also offer processes for manufacturing companies and software houses.

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

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

Choose one of the templates or start creating from scratch.

Please note that you can return to the process at any time. Until it is activated, it will not appear in the list of available processes in the deal form.

You can save the process and return to create or edit it at any time, even after it has been activated.

The form is divided into several sections.

General – here you can enable the process so that it can be selected when adding an deal, and set its default duration, which recalculates the deal’s completion date accordingly.

Automation – you can set the deal’s status to automatically change to ‘Lost’ or ‘Out of date’ after a period specified by the creation date, last activity date or closure date (as set in the previous section).

Products – when this option is enabled, it will not be possible to change the deal’s status to ‘Won’ unless a product has been added to it. This requirement can be disabled at any time by editing the process.

Actions after process completion – you can select templates for post-sales tasks following a won or lost deal (we’ve described these in a separate article here).

In Livespace, the sales process is divided into two elements: stages and steps.

Stages give you an overview of the progress of a given sales process. Steps inform you of the actions that need to be carried out for a given deal at a specific stage.

View in the configurator:

View of the deal:

Decide which stages your process will consist of.

Here, you can:

Below this section, there is a button to add another stage.

You can change the order of the stages by dragging the sections.

If you decide to delete a stage, do so using the bin icon in the top right-hand corner of the section.

If a deal exceeds the default stage duration, it will be highlighted in red on the Kanban board view.

Adding and editing

Activities

Data fields

Decide which steps need to be carried out at each stage.

You can:

Below the section, there is a button to add another step.

You can reorder the steps by dragging them.

If you decide to delete a step, do so using the bin icon in the top right-hand corner of the section.

Activities in the sales process reflect specific steps carried out whilst working on a deal. They allow you to plan and monitor tasks and communication related to each action in the process in detail. Selecting all activities in a step will cause it to be completed automatically. Setting an activity as required prevents steps from being selected without the activity being completed.

They allow you to:

Thanks to activities, you know exactly what has been done, which steps still lie ahead, and at what stage the contact with the customer is.

There are three types of activities available:

Tasks – e.g. a phone call to a customer, an online meeting, a reminder to prepare documents.

Emails – correspondence sent to the customer from within a deal.

Notes – adding key information to a step in the process, such as details or an attachment containing a quotation.

Example view in the configurator:

An example view of a deal:

‘Add activity after step’ allows you to add a task once you have marked a step in the process as completed. Set the task title, select its type and specify a delay (e.g. two days after the step in the process has been completed), and, optionally, restrict the users who can be assigned to the task.

‘Add activity’ is an option that will appear in a deal and relates to the completion of a specific activity.

You can choose one of three activities: a note, a task or an email.

Set a name, you can choose a template and enter text, but this is not essential. In the section at the bottom, you can set whether the note requires the step to be marked as completed and whether an attachment must be added, e.g. in the case of a quotation.

Set the task title and type, optionally, enter a description and set restrictions on which users can be assigned to the task. You can also enable the requirement that an activity must be completed before a step can be selected.

Tasks are visible both within the sales process (under a specific activity) and in standard locations, such as the task list or the dashboard.

You can complete tasks from either the task list or the activities within the sales process.

Emails allow you to correspond with the customer whilst referring directly to a specific activity in the sales process. Set the subject line and, optionally, the body of the message. You can use pre-designed email templates and enable the requirement to send the email before the step can be marked as completed.

You can add a data field to be completed for each step. The field can be taken from the deal form or from contacts associated with the deal.

You can add a description to guide the sales representative and set the field as required to complete a step in the process.

View of the deal:

Filling in the field does not automatically trigger the step.

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

When working with the sales process, make use of workflows: