Create Process Template
Explanation
This activity is used to create sales process templates. The process
template, which contains a number of stages, will be used when new sales
processes are created.
Prerequisites
This activity has no prerequisites.
System Effects
A sales process template is created and available for use in the
CRM and SRM Basic Data/Sales Process tab.
Window
CRM and SRM Basic Data
Related Window Descriptions
CRM and SRM Basic Data
CRM and SRM Basic
Data/Process Templates
Procedure
- Open the
CRM and SRM Basic Data window and click the
Process Template tab.
- Create a new record.
- Enter a template ID and a description in their respective fields.
- Optionally, enter valid from and valid to dates.
- Click the table and create a new line.
- When you enter the first stage of a template, the system automatically
sets the stage number to 10. For subsequent lines, the stage number is
automatically set to ten higher than the highest previously saved stage
number. If required, you can change the default value.
- Enter a description for the stage.
- In the Probability field, select which probability an
opportunity should get when it reaches this stage.
- If the Force Probability check box is selected, the
probability from the process template will be used and the value cannot be
changed by the user.
- Optionally, enter an instruction for the stage.
- Save your entry.
- Repeat step 5 to 10 for subsequent stages.