Login / Register  search  syndication  about

          Infor CRM Questions & Answers

Your place to get answers to your SalesLogix related questions.

 Home  |   Subscribe via RSS  |   Subscribe via E-mail  |   

Can you change an existing Sales Process in SalesLogix without effecting existing Sales Processes already attached to Opportunites?

Question: A sales process of ours in 7.2 LAN became obselete. We were not sure if changing the stages & steps etc on this sales process would affect the opportunities it is currently attached to (which we dont want to happen) so we created a version 2 of the same process and told users NOT to use the old version from that point forward. But of course they are still using the old one when creating new opportunities!! So if we were to un-release or delete the old sales process would it affect opportunities it is already attached to?? And also the same question if we had amended the orignal rather than creating a new one (should this situation come up again in the future). Answer: You will not effect any of the Sales Processes already attached to an Opportunity. You can choose to reassign the new process to an opportunity, but if left alone, it will remain with the old process.
What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   How do you set the Base Directory when Deploying your Web Client on Infor CRM 8.1?
Question:How do I make sure my Base Directory is set correctly on Infor CRM ? Recently I had a custo
Posted on Mar 06, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   How do I fix a corrupt Picklist in Infor CRM version 8.1?
I had a user ask how to fix a corrupt picklist. The picklist did not show any values when trying to e
Posted on Feb 06, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   Creating a Searchable & Filterable ComboBox in Infor CRM (Saleslogix) Web Client
I've had a few posts lately covering the ComboBox control in the Infor CRM (Saleslogix) Web Client. T
Posted on Feb 05, 2015 by Ryan Farley to Ryan Farley's Blog
 
   Limiting the Height of the Infor CRM (Saleslogix) ComboBox Popup
In my last post, I discussed how the Infor CRM (Saleslogix) ComboBox is a Dijit Select form widget. This
Posted on Jan 29, 2015 by Ryan Farley to Ryan Farley's Blog
 
   How to Disable the ComboBox Control in the Infor CRM (Saleslogix) Web Client
There's a problem with the ComboBox control in the Infor CRM (Saleslogix) Web Client. It won't di
Posted on Jan 22, 2015 by Ryan Farley to Ryan Farley's Blog
 
Comments

No Comments
All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register