I'm working on the solution for the client and I was left with a question.

He is a trading and in his process that is controlled by an excel spreadsheet he has 40 control points, many of them after closing the deal, but to control payments and dates of loading and unloading goods.

I wonder if I should consider these points as funnel steps or as activities? Being activities, is there any way to put all of them as points as a template that each operation will be filled and allows full control? Not all points occur sequentially.