Sales Process (tdsmi0608m000)

Use this session to view, enter, and maintain sales processes.

You can start this session from the Sales Processes (tdsmi0108m000) overview session, by double-clicking a record. You can also start this session stand-alone.

Phases

The lines on the Phases tab refer to the Phases by Sales Process (tdsmi0109m000) session. On this tab, you can link phases to the sales process.

Related topics

 

Sales Process
A standard sales methodology that must be followed when working on an opportunity. A sales process is split up in phases.
Active
If this check box is selected, the sales process is active and can be used.