Different Workflows for Different Opportunity Types RRS feed

  • Question

  • We seel software and services.  Each particular opportunity goes down a specific sales path - obviously software as a much longer path and many more steps are involved.

    Since opportunites are entered in CRM we have a customization field for deal type - let's you pick one of the other.

    Is it possible to create two different workflows for the different sales cycles and have CRM know which one to use?  Could I build a child workflow for each type of deal and then have a check condition clause on the parent workflow which would pick the right path?

    So for example - Stage 1 - determine what path

    Under that stage - put the check condition - then if it's a - use the child workflow of a - else if its B use workflow b

    Tuesday, December 21, 2010 12:05 AM