- Sales Stages
- Posted by Mark Davison on May 27th, 2004
Can anyone tell me if it is possible to create "empty" sales stages i.e. I
want to manually progress the sales stage without anyone getting assigned
tasks etc.
- Posted by John O'Donnell on May 27th, 2004
is this always the case ie do you just want the stage names and the
probabilities or is this just the case for a few stages?
"Mark Davison" <markd@mjiconsulting.com:NOSPAM> wrote in message
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- Posted by Mark Davison on May 28th, 2004
John,
This is always the case. I think I have figures it out. I have created an
automatic rule for an opportunity. When the op is created, the rule assigns
a stage. Our stages are something like : contact made, demo given, trial
started, trial ended, contract negotiation.
The rule kicks in and seems to then show the stages in that workflow process
in the Change Stage combo. As I don't want activities created (we do not
want true workflow, just to see which op's are at which stage), I have used
the post url action and told it to post to about:blank. My initial findings
are that this seems to work. We can now manually move ops through the stages
and see from the reports how many are at each stage.
Can you see any problems with this approach? Some of my terminology may be
incorrect, I have not got the CRM machine in front of me.
Mark
"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:eOMHR5DREHA.132@TK2MSFTNGP09.phx.gbl...
- Posted by Matt Parks on May 28th, 2004
Why not just use a Picklist field for the sales stage then?
Matt Parks
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On Thu, 27 May 2004 15:16:22 +0100, "Mark Davison"
<markd@mjiconsulting.com:NOSPAM> wrote:
Can anyone tell me if it is possible to create "empty" sales stages i.e. I
want to manually progress the sales stage without anyone getting assigned
tasks etc.
- Posted by John O'Donnell on May 31st, 2004
Matt is right. As you are just using the sales stage names you do not even
need automated workflow. All you need is a picklist with an event behind it
that says if you choose stage 1 then change the probability to close to 10
percent etc
"Matt Parks" <mattp65@RemoveToX_XYahoo.com> wrote in message
news:2utcb05os58rpeqslqe830jsvv2q4jt766@4ax.com...
