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. See Updating sales process stages

Note: This functionality is only available when the appropriate license is installed. For complete information about licensing, see the Infor CRM Implementation Guide.

You can schedule steps, complete steps, or skip steps within the sales process. Ordinarily, you require 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 (displayed in the Snapshot field) updates. See Opportunity snapshot

Note: 
  • 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:

  1. Click the Sales Process tab in the Opportunity detail view. See Using the Opportunity detail view
  2. Click the arrow and select one of the sales processes in the Sales Process field.

    The stages and steps for the selected process display in the grid. See Working on Stages and Steps within a sales process

Changing or removing a sales process attached to an opportunity

  1. Click the Sales Process tab in the Opportunity detail view.
  2. Perform one of the following:
    • Select None from the Sales Process list to remove an attached process.
    • Select another process from the Sales Process list to change processes. You can change the sales process attached to an opportunity, even if some steps in the process have been completed.
Related topics