Sales Processes
Do you use Sales Processes at your company? How familiar are you with the functionality of Sales Processes? Below are a few tips that you may find helpful:
• You can use the Sales Processes tab to attach a sales process to an opportunity, change the sales process attached to an opportunity, and work on the steps in a sales process.
• You can attach a sales process to an opportunity and change the process attached
• You can attach a sales process to an open opportunity, and replace the assigned sales process with another, as long as the opportunity is still open.
• You can change the sales process attached to an opportunity, even if some steps in the process have been completed. You can also remove attached sales processes by clicking None.