Finding Sales Processes

Sales processes help you to manage your sales pipeline. You can attach a sales process to an open opportunity by selecting from a list of available processes.

To find Sales Processes

  1. Open the Opportunity Detail view.
  2. Click the Sales Process tab.
  3. Click the Sales Process drop-down arrow to see a list of available sales processes.

Related Topics

Sales Processes Overview

Updating Sales Process Stages

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.