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 I make a Sales Process in SalesLogix with 5 different stages??

Question: 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. Answer: 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.
What's This?
  
Bookmark and Share

About SalesLogix Support

   Your SalesLogix Business Partner for SalesLogix Support.


Related Content
   Preserving Custom Roles, Secured Actions, and Assignments in Infor CRM (formerly Saleslogix) Upgrades
When upgrading between levels of Infor CRM one of the tasks that is commonly needed is to run a batch/exe
Posted on Dec 16, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Easily Showing and Hiding Tabs at Runtime in Infor CRM (Saleslogix)
Showing and hiding tabs in the Infor CRM (Saleslogix) client should be an easy thing. It should be someth
Posted on Dec 16, 2014 by Ryan Farley to Ryan Farley's Blog
 
   Checking Infor CRM (Saleslogix) Picklists for valid data
This week I received a question about a particular picklist. One of the picklist items, when chosen, wou
Posted on Dec 05, 2014 by Dale Richter to Infor CRM Questions & Answers
 
   InforCRM (formerly SalesLogix) Web Issues with McAfee VSE 8.8 Patch 4
We have see an issue with SalesLogix v8.0 and v8.1 web clients where randomly all users are bounced due t
Posted on Dec 05, 2014 by Mark Duthoy to SalesLogix Support
 
   Avoiding the Dirty Data Message When Programatically Redirecting to a Record in Infor CRM (Saleslogix)
In my last post I wrote about using the OnClientClick property of a control (or button) to run JavaScript
Posted on Dec 02, 2014 by Ryan Farley to Ryan Farley's Blog
 
Comments

No Comments
All contents Copyright © 2014 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