--- title: "Manage your post-sales process" description: "Follow up the tasks to complete after winning a lead, such as invoicing or signing a contract, with the post-sales process." url: https://help.nocrm.io/en/articles/115-manage-your-post-sales-process collection: "Clients Management" updated: 2026-11-05 language: en alternates: [de, it, pt-br, es, fr] --- # Manage your post-sales process Follow up the tasks to complete after winning a lead, such as invoicing or signing a contract, with the post-sales process. noCRM helps you close deals faster and manage your [sales process](https://www.nocrm.io/academy/how-to-set-up-a-consistent-sales-process) efficiently. Once a lead is won, a project often starts and needs to be followed up. The [post-sales process](https://www.nocrm.io/academy/difference-upsell-followup) lets you manage the tasks to complete after closing a deal, such as invoicing or signing a contract. > **Info:** **Note**: The post-sales process is available in the Expert and Dream editions. ## How do you create a post-sales process? A post-sales process is a group of tasks to handle after a lead is won, lost or cancelled. When you set a lead's status to **Won**: if you selected **Ask me if I want to create post-sales tasks each time I set a lead's status to WON** in your profile, under **Settings and preferences** > **Other settings**, noCRM asks you if you need to create tasks to follow up on this win. Click **Add post-sales tasks**. ![The Airbus Madrid # Viajes deal screen shows a “Good job!” prompt; red arrows point to the Won status and Add post-sales tasks button. Visible: Airbus Madrid # Viajes, Won, Propuesta Enviada, $0 100%, Quote / invoice, Good job.](https://staticfiles.gleap.io/ghelparticle/7c2uux45kczDYIre4g1hPdb9Zs3IvpWnIeLYup4Fqojde9hJnIngj1j64EQ0THCdl2etCy9oolv.png) Then fill in the post-sales process form: 1. To use a template, click **Pre fill from a template** and select it. 2. Enter the **Process name** and select the user in **Assign to...**. 3. Add a **Description** and the **Tasks**. Click **Add a task** to add more tasks, and click the clock icon next to a task to set a reminder. 4. If needed, click **Add tags** to add tags to the process. 5. Click **Add tasks to lead**. > **Info:** **Note**: To stop this message, click **Don't ask anymore**. You can select the option again in **Settings and preferences** > **Other settings**. ## How do you create post-sales process templates? Since the process after a sale is often the same, admins can create templates so that you don't have to create the same tasks manually every time. Follow these steps: 1. Click your avatar at the top right. 2. Go to **Admin panel** > **Sales process** > **Post-sales tasks**. 3. Click **Create a template**, name it and add its tasks. For each task, you can set a default reminder, for example a reminder 1 day after the post-sales process is created. ![Admin panel’s Sales process > Post-sales tasks settings, with the sidebar section selected and a red arrow pointing to the Create a template button. Visible: Admin panel, Sales process, Post-sales tasks, Pipeline steps, Default fields, Predefined tags.](https://staticfiles.gleap.io/ghelparticle/TU7kiLCAgBXlwaKL6nSnK4EXhfZGu8ku3gUjBjL7ZogUC4yCTBoJm86vKmGtPlRfVkgzMj8fxfj.png) > **Success:** **Best practice**: Create templates for the processes you repeat after each sale, so that your team always follows the same steps. ## How do you manage your post-sales processes? Your post-sales processes are available in the **Clients** section, on the **Post-sales processes** page. As for your leads, noCRM shows the number of post-sales processes with active tasks, including the tasks you need to handle in other users' processes. For each post-sales process, the list shows the lead, the progress and the owner. You can display or hide the tasks with the **Hide all tasks** menu, sort the list, for example by **Last update**, and export it with **Export**. When you open a lead that has a post-sales process, a rocket icon appears on the right with the name of the process and the number of completed tasks out of the total. When a task is done, check its box. You can also [set a reminder](https://help.nocrm.io/en/articles/103-statuses-reminders.md) for a task and leave it on standby until then. You are notified when it is time to handle it, and if you set a time, the reminder also appears in your calendar. ## How do you assign a post-sales process? You can assign a whole post-sales process or individual tasks to other users. To assign a process when you create it, select the user in **Assign to...**. > **Warning:** **Important**: When you assign a post-sales process to a user, you give them access to the corresponding lead. ## How do you delete a post-sales process or a task? - To delete a whole post-sales process, open the lead, click the post-sales process, then click **Delete** at the top right. - To delete a task, open the post-sales process and click the trash icon next to the task. If you can't delete these items, contact your account admin: they may not have allowed you to delete items in noCRM. ## How do you filter post-sales processes? In the **Filters** panel on the right, you can filter post-sales processes by: - **Status**, for example To do. - **Users**, to filter by owner. - **Step**, to see the post-sales processes linked to leads in a specific pipeline step. - **Tags**. - **Date**, to filter by date range. Post-sales tasks can't be filtered. A post-sales process has the To do status as soon as at least one of its tasks is to do. For example, if a process contains a task done, a task to do and a task on standby, its status is To do: it appears when you filter on To do, but not when you filter on Standby. To reuse the lead's [tags](https://help.nocrm.io/en/articles/22-categories-tags.md) automatically, select **Use lead tags to pre-fill post-sales process tags** in **Admin panel** > **Account management** > **Preferences**.