- sales process for other entities
- Posted by is_vlb50@hotmail.com on October 16th, 2006
Hi!
I would like to create sales process like it exist for opportunity for
other entities. For example for order i have 4 different steps(send it
by email,create appointment and etc.). May be somebody have solution
description.
Thanks
- Posted by Michael Höhne on October 16th, 2006
The sales process is made especially for the opportunity. However you should
be able to mimic the behavior with a standard workflow rule.
--
Michael
Web: http://www.stunnware.com/crm2
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- Posted by is_vlb50@hotmail.com on October 17th, 2006
Ok,but I need to provide to end user possibilty to view scheduled
activity status regarding order/lead like sales process.
Thanks
Michael Höhne wrote:
- Posted by Dave Carr on October 17th, 2006
One easy solution is to add (or use the existing) status code field,
and Update that field value in the workflow right after you create the
activity(ies).
So the workflow could be:
Action: Add phone call activity
Update: Set status = 1
Wait for Activity to be completed
Action: Add Task
Update: Set Status = 3
etc.
HTH,
Dave
is_vlb50@hotmail.com wrote:
