Sales Processes in Opportunity in Salesforce
Sales Process is mandatory for creating Record Type in Opportuity.
Sales Process is used to create and maintain the Sales Processes used within our organization.
A Sales Process contains the Stages an Opportunity follows through its sales cycle.
In order to create Sales Process, follow the below steps
1. Go to App Setup --> Customize --> Opportunity --> Sales Processes.
2. Click "New" button.
3. Enter the Sales Process name and click "Save" button.
4. Select the required Stage values and click "Save" button.
5. Now create a Record Type.
6. Select the Sales process in Record Type creation and save the Record Type.
Output:
Sales Process is used to create and maintain the Sales Processes used within our organization.
A Sales Process contains the Stages an Opportunity follows through its sales cycle.
In order to create Sales Process, follow the below steps
1. Go to App Setup --> Customize --> Opportunity --> Sales Processes.
2. Click "New" button.
3. Enter the Sales Process name and click "Save" button.
4. Select the required Stage values and click "Save" button.
5. Now create a Record Type.
6. Select the Sales process in Record Type creation and save the Record Type.
Output:
No comments:
Post a Comment