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

Re: sales process for other entities by Michael

Michael
Mon Oct 16 17:45:24 CDT 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
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

<is_vlb50@hotmail.com> schrieb im Newsbeitrag
news:1161013482.731151.236200@m7g2000cwm.googlegroups.com...
> 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
>



Re: sales process for other entities by is_vlb50

is_vlb50
Tue Oct 17 02:37:22 CDT 2006

Ok,but I need to provide to end user possibilty to view scheduled
activity status regarding order/lead like sales process.
Thanks

Michael H=F6hne wrote:
> The sales process is made especially for the opportunity. However you sho=
uld
> be able to mimic the behavior with a standard workflow rule.
>
> --
> Michael
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
>
> ----------------------------------------------------------
>
> <is_vlb50@hotmail.com> schrieb im Newsbeitrag
> news:1161013482.731151.236200@m7g2000cwm.googlegroups.com...
> > 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
> >


Re: sales process for other entities by Dave

Dave
Tue Oct 17 10:07:37 CDT 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 =3D 1
Wait for Activity to be completed
Action: Add Task
Update: Set Status =3D 3
etc.
HTH,
Dave

is_vlb50@hotmail.com wrote:
> Ok,but I need to provide to end user possibilty to view scheduled
> activity status regarding order/lead like sales process.
> Thanks
>
> Michael H=F6hne wrote:
> > The sales process is made especially for the opportunity. However you s=
hould
> > be able to mimic the behavior with a standard workflow rule.
> >
> > --
> > Michael
> >
> > Web: http://www.stunnware.com/crm2
> > Feed: http://www.stunnware.com/crm2/atom.aspx
> >
> > ----------------------------------------------------------
> >
> > <is_vlb50@hotmail.com> schrieb im Newsbeitrag
> > news:1161013482.731151.236200@m7g2000cwm.googlegroups.com...
> > > 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
> > >