Setting a Default Sales Process in SalesLogix

Question: In SalesLogix I have created multiple Sales Processes and I’m wondering how
to make one of the processes the default and have the others on an as
needed basis?

Answer: Set the default sales process for all users via Tools / Manage / Opportunity Defaults.

 

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!