I wish to make a Sales Process with 5 stages. Can I do this? Do I do it in Architect, Administrator or SalesLogix logged in as Administrator? I cannot find where you create the name and stages.
Sales Processes are managed in Architect from the “Manage” menu. Sales Processes are not just stages, each stage can contain steps that can optionally be required to be completed before the next step or stage of the sales process begins. You can also automate the close percentage as well each time a stage is completed.
Each step can perform an action like schedule a phone call, to-do, literature request or even a custom action.
Before attempting to implement a Sales Process be sure to model it first and go through all the various scenarios that need to be addressed. Even before doing this read the documentation and create sales processes in a development environment. This will help you understand how the stages, steps and the various actions in a step work.