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
   Determining User Rights in the Infor CRM (Formerly Saleslogix) LAN Client
I recently had a client ask how to get a query to tell which users have rights to add, edit, and delete v
Posted on Apr 03, 2015 by Kris Halsrud to Kris Halsrud's Blog
 
   How do I wrap text in Textboxes in Infor CRM (formerly Saleslogix)?
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the I
Posted on Apr 01, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   InforCRM (formerly Saleslogix) Mobile - Clearing Out Earlier Customizations
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized
Posted on Mar 30, 2015 by Mark Duthoy to SalesLogix Support
 
   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
 
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