Overview

View all sales processes or create a new one.

Tree

View detailed information about the selected sales process and activities.

Responsibilities

View the responsibilities or add a new one to the selected sales process.

Actions

Create levels and activities for the sales process.

Functions

Copy the hierarchy or save it as a template for use in another sales process.

Inquiry

Open the Opportunities form.

Name

View or enter the name of the sales process.

Description

View or enter a brief description of the sales process.

Active

Select this check box to start the sales process.

Activity number

View the unique number of the activity.

Required

Select this check box to indicate that the activity is required.

Purpose

Enter the purpose of the activity.

Category

Select the activity category.

Calculated start date

Enter the number of days from the current date that the activity should start.

Calculated end date

Enter the number of days from the current date that the activity should end.

Start time

Enter the start time of the activity.

End time

Enter the end time of the activity.

Responsible

Select the employee responsible for the activity.

Responsibility

Select the responsibility for the activity.

Body

Enter any additional information about the sales process activity.

Responsibilities

Enter a responsibility for the sales process.

Description

Enter a brief description of the responsibility.