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The Sales Pipeline Report and Sales Workflows. RRS feed

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    Hi there.

     

    I have created a sales process using a workflow. It is very basic, containing 5 stages. The sales pipeline report displays these 5 stages no problem.

     

    The issue I have is that I have built in a way for users to restart an opportunity on the sales process. This basically stops the sales workflow, and starts a new instance of it - resetting the sales stgae back to the first stage.

     

    The sales pipeline report now displays the same opportunity twice. Once for the original workflow that was stopped (as cancelled) and again for the new instance that is now running.

     

    Obviously this isn't expected or desired, as I thought the report would only show for workflows that were running.

     

    Even when I deleted the old, cancelled workflow, the report still shows it! So I can't even 'clean up'.

     

    Has anyone created similar functionality into their sales process, and if so, how, and how do your reports work?

     

    We have looked into the database and there is no way of filtering the report based on the status of the workflow, as the status relates only to indivudal jobs for a workflow and not for the workflow instance.

     

    Please rack your brains on this one, you'll feel good im sure... Wink

     

    Dom

     

    Wednesday, January 28, 2009 12:14 PM

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    I'm wondering if it would be possible to set up your basic sales process without using a sales process workflow?  SP workflows can be helpful in complex sales scenarios, but in simple situations they can add a lot of overhead to the sales process or create resentment with salespeople if they feel overbaring.  Maybe a more simple approach using the sales stage field and probability of the opportunity would work if your sales process is fairly simple--you can define your stages in the sales stage picklist without using a workflow.

    Sunday, February 1, 2009 7:39 PM
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  • Question
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    I'm wondering if it would be possible to set up your basic sales process without using a sales process workflow?  SP workflows can be helpful in complex sales scenarios, but in simple situations they can add a lot of overhead to the sales process or create resentment with salespeople if they feel overbaring.  Maybe a more simple approach using the sales stage field and probability of the opportunity would work if your sales process is fairly simple--you can define your stages in the sales stage picklist without using a workflow.

    Sunday, February 1, 2009 7:39 PM
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    Is seems crazy that we cannot use features that have been provided, I have just spent 5 hours sorting out the Sales Process only to find this cancel workflow problem.  Does anyone have an update?????
    Wednesday, July 1, 2009 1:57 PM