Working on Stages and Steps within a sales process

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

To complete a step:

Locate the required stage to work on the Sales Process tab.

The Complete column displays if the step is completed, the Step column displays the name of the step, and the Description column displays the action contained in the step. If the steps are not visible, click the chevron to the right of the stage name.
Click the step name in the Step column.

The step name looks like a hyperlink (in blue and underlined).
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). See Actions that Trigger Events in Infor CRM SLX
Select the check box in the adjacent column when you have completed the action detailed in the step.

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