Sales Process Tab
You can use the Sales Processes tab to attach a sales process to an opportunity, change the sales process currently attached to an opportunity, or work on the steps in a sales process.
You can schedule steps, complete steps, or skip steps within the sales process. Ordinarily, you want to work on steps in order. However, you have the flexibility to jump between stages to work on steps.
You close a step by selecting the check box in the column next to the step name. Once you complete all steps within a stage, the Probability percentage (shown in the Snapshot field) updates.
- In order for the probability percentage to update automatically, the stages must be completed in order. In addition, some sales processes include required steps that prevent you from completing the steps out of order.
- The probability percentage will not update if the stage has any open steps, or if the previous stage is still open.
- If a stage is missed, you can manually complete the stage, then the probability will update correctly.
- If you reopen a step, by clearing the check box, the probability percentage does not decrease.
Attaching a sales process to an opportunity and changing the process attached
You can attach a sales process to an open opportunity, or replace the assigned sales process with another, as long as the opportunity is still open.
To attach a sales process to an opportunity:
- In the Opportunity Detail view, click the Sales Process tab.
- In the
Sales Process field, click
the drop-down arrow and select one of the sales processes.
The stages and steps for the selected process appear in the grid.
Changing or removing a sales process attached to an opportunity
- In the Opportunity Detail view, click the Sales Process tab.
- Perform one of the
following:
- Select None from the list to remove an attached process.
- Select another process
from the
list to
change processes.
You can change the sales process attached to an opportunity, even if some steps in the process have been completed.