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New Member
Posts: 2
Registered: ‎12-08-2010

Sales Processes on Opportunities

Hello All,

 

I admit, I'm new to creating sales processes.  I get the general idea however, I'm still struggling with getting actions to launch.  Does anyone have instructions they could email me or any suggestions as to where to find some examples?

 

Any help would be so greatly appreciated!!  Smiley Happy

Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: Sales Processes on Opportunities

Hi,

 

If you look at the SalesLogix help menu it details all of the information on how to use the Sales Process (very useful)

Regards, Adam Travers
empath-e Services Limited
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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Sales Processes on Opportunities

Setup a copy of the SalesLogix Eval db. It's in your SalesLogix DVD Image distribution. You will need to put in your SalesLogix Licenses. There are examples there..

 

Oh yes, make sure you apply the appropriate bundles to get it to the same level as your production system.

 

It's a "Best Practice" thing to have a (current) copy of the SalesLogix Eval db always available and at the same level w/OOTB updates as your production system. It's a great reference and basic training tool as well.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html