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Can you export the Sales Process in the Leads entity as a managed or unmanaged solution? RRS feed

  • Question

  • I customised the Lead Sales Process using the Sales process Editor, exported as both managed and unmanaged solution. Imported into a trial organisation; the form-level changes are made, however; the Sales Process itself remains unchanged. 

    The Sales Process is very detailed, so I am hoping that after importing the solution I do not need to manually change the Sales Process. Is there an alternative way or am I missing something?

    Wednesday, March 27, 2013 2:35 PM

Answers

  • I customised the Lead Sales Process using the Sales process Editor

    On the new CRM interface, you cannot export processes.

    You have to recreate from start.


    • Edited by Andrea1911 Wednesday, March 27, 2013 3:30 PM
    • Marked as answer by Syed..Hussain Wednesday, March 27, 2013 4:19 PM
    Wednesday, March 27, 2013 2:47 PM

All replies

  • I customised the Lead Sales Process using the Sales process Editor

    On the new CRM interface, you cannot export processes.

    You have to recreate from start.


    • Edited by Andrea1911 Wednesday, March 27, 2013 3:30 PM
    • Marked as answer by Syed..Hussain Wednesday, March 27, 2013 4:19 PM
    Wednesday, March 27, 2013 2:47 PM
  • The new sales process will become solution aware in the Orion release (2H/2013) according to information from Convergence 2013.
    Tuesday, April 2, 2013 7:09 PM