With the fundamentals clear, you can now translate your sales approach into a structured setup inside Tribe. In this step, you define how deals move forward, how relationships are categorised, and which information is captured along the way.
Table of Contents
Define your sales process
Define commercial relationship types
How to use and define sales pipelines
Define sales phases
Define opportunity detail fields
Review and create automations
1. Define your sales process
You begin by mapping the main stages your opportunities go through, from first contact to closing. Keeping this simple at the start helps your team align quickly and makes future improvements easier.
Watch: Define your sales process
2. Define commercial relationship types
Next, you decide which commercial relationship types you truly need and how they will be used. By aligning them with your team’s daily work, you ensure they will be applied consistently.
3. How to use and define sales pipelines
Pipelines structure how revenue flows through your organisation. Most teams use a single pipeline, but separate pipelines can help when sales processes truly differ.
The goal is to choose the structure that best reflects how you track revenue.
4. Define sales phases
Sales phases translate your process into visible milestones. Each opportunity moves through these stages, giving your team shared visibility on deal progress and next steps.
Read: Define sales phases
5. Define opportunity detail fields
Opportunity fields determine which information is captured for each deal. By configuring only what truly matters, you ensure opportunities stay clear, relevant, and easy to use.
6. Review and create automations
Finally, you review where automation can support your process. Automations help reduce manual work, keep data consistent, and ensure opportunities don’t stall.
Quick Summary
By completing Step 2, your system now reflects how your team actually sells. Next, you prepare what you sell.
Continue to the next step: Configure what you sell