Working on Stages and Steps within a Sales Process

The grid on the Sales Process tab shows stages and the steps they contain. Stages group steps. For example, the steps in a stage called Qualify might include Solicitation Call, Send Information, and Follow-up. Each stage shows the stage name and the percentage likelihood that you win the opportunity when the stage is completed. The stage shows as complete when the user selects the check box next to the last step in the stage.

To complete a step:

  1. On the Sales Process tab, locate the stage you want to work on.

    The Complete column shows if the step has been completed, the Step column shows the name of the step, and the Description column shows the action contained in the step. If the steps are not visible, click the chevron button to the right of the stage name.

  2. In the Step column, click the step name.

    The step name looks like a hyperlink (in blue and underlined).

  3. Perform one of the following:
    • If the Description column says None, follow the instruction in the Step column.
    • If the Description column contains an action (for example Meeting or Mail Merge), click the hyperlink and enter information in the activity screens. (if available).
  4. When you have completed the action detailed in the step, select the check box in the adjacent column.

    The date completed is automatically entered in the Completed On column.

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