Hi All -

Sorry if this is a basic question, but I have not been able to find the
answer in this group or other online resource. We've taken the SPI
Sales Process and modified it slightly:
- Changed the names of the Sales Stages
- Changed the probabilities
- Added one additional activity

The problem we're having is that the reports (e.g. Opportunity |
Pipeline Chart Report By Sales Stage) seem to order the sales stages in
a somewhat random order (e.g. 4th stage then 1st stage then 3rd
stage...).

So my first question is this - How do you "tell" CRM the order of the
sales stages so that they appear in a logical order in the reports?
Perhaps this isn't possible and I need to use Cyrstal to modify the
reports...

Second question is related to Crystal. I've seen conflicting posts.
Which version of Crystal should I get (9.x or 10.x, Professional or
Developer or Standard)?

Thanks in advance.

Without seeing your process, I assume that the processes and activities are
coming out in Alphabetical order?
If so, add a numeric prefix to everything will overcome this problem.

You need Crystal 9 - however you can get Crystal 10 to work BUT ONLY IF you
go through the upgrade path from 9.
Oh and you can;t use 'standard'.
Guy.
"sh" <scott.howlett@imason.com> wrote in message
news:1103126669.151875.296080@z14g2000cwz.googlegr oups.com...

Thanks Guy. The names are the sales stages are literally these
(without the -):

- Lead (10%)
- Qualified Opportunity (20%)
- Executive Sponsorship (40%)
- Solution Proposed (60%)
- Solution Validated (80%)

However, in the reports they come out as:
- Executive Sponsorship (40%)
- Solution Proposed (60%)
- Qualified Opportunity (20%)
- Solution Validated (80%)
- Lead (10%)

So, it doesn't appear to be alphabetical... Any other thoughts? Thanks
for the thoughts on Cyrstal 10.

/s.

is this crm 1.0 or 1.2? i saw a similar issue that was fixed in 1.2.

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSol...aqLanding.aspx


"Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message
news:%23$2Rhmc5EHA.208@TK2MSFTNGP12.phx.gbl...