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0 VotesSales Stage?
The oob sales stage is a simple txt field.Answered | 3 Replies | 4760 Views | Created by mbrown3KL - Monday, January 23, 2012 10:35 PM | Last reply by Jukka Niiranen - Tuesday, January 24, 2012 7:48 AM
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0 Votes
sales stage and sales pipeline phase
"Sales stage" is sometimes also referred to as "sales step" from the Steps to the Sale books, Strategic Selling, etc.Answered | 2 Replies | 8491 Views | Created by mohshar - Tuesday, September 22, 2009 1:20 PM | Last reply by leonardg - Tuesday, September 22, 2009 3:28 PM -
0 Votes
Sales Pipeline Report group by Sales Stage
AK - The report is based on stepname (which is, as you've discovered different from the sales stage field.) - To use the report you will need to change all ...Answered | 1 Replies | 7593 Views | Created by Astri Kusumawardani - Monday, August 24, 2009 7:31 AM | Last reply by Scott Sewell, Hitachi Solutions - Monday, August 24, 2009 9:18 PM -
3 Votes
How to choose sales stage?
Hi, Recommended is to progress through Sales Stage should be changed via workflow based on the actions i.e. opportunity status change etc..Answered | 5 Replies | 5200 Views | Created by CRM-Beginner - Friday, June 10, 2011 6:57 PM | Last reply by Jehanzeb.Javeed - Monday, June 13, 2011 6:13 PM -
1 Votes
Reporting Duration in Sales Stages?
Create a separate field for each stage, either when the opportunity enters a stage, or leaves a stage.Answered | 1 Replies | 2351 Views | Created by jaspla - Tuesday, November 27, 2012 3:05 PM | Last reply by DavidJennaway - Tuesday, November 27, 2012 3:40 PM -
1 Votes
Sales funnel on dashboard - can it show more than 4 stages of sale?
Hi, Yes you can, you just need to ensure that what ever field you choose for the 'Horizontal (Category)' of your funnel chart is the correct field containing your 5 ...Answered | 1 Replies | 3368 Views | Created by Emil Bakeev - Thursday, July 12, 2012 4:36 PM | Last reply by Rob Boyers - Thursday, July 12, 2012 8:08 PM -
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CRM 4 Sales Process Stage Opportunity Reports
I'm not sure to understand what you want, it is this: Group by Sales Process = My workflow name Group by = Sales Stage Revenue = ...Answered | 5 Replies | 7250 Views | Created by sidavid - Friday, April 2, 2010 4:15 PM | Last reply by Donna Edwards - Tuesday, April 13, 2010 10:08 PM -
11 Votes
what is Price List ,Products and Sales Stage in CRM?
But i want one favor from you, can u give me detail about Sales Stage or post here some link useful to understand Sales Stage.Answered | 7 Replies | 4878 Views | Created by Amit Kasundra - Wednesday, January 25, 2012 2:10 PM | Last reply by Amit Kasundra - Wednesday, February 8, 2012 9:09 AM -
0 Votes
CRM 2011 Online - Number of Days in Sales Stage Calculation
I think you would need to add additional custom fields to track what date the opportunity entered that stage - would be set automatically with a work flow.Answered | 2 Replies | 3997 Views | Created by BitWiz_Mark - Wednesday, December 19, 2012 3:51 PM | Last reply by BitWiz_Mark - Wednesday, December 19, 2012 4:04 PM -
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The Sales Pipeline Report and Sales Workflows.
I'm wondering if it would be possible to set up your basic sales process without using a sales process workflow?Answered | 2 Replies | 7585 Views | Created by --Snell-- - Wednesday, January 28, 2009 12:14 PM | Last reply by LjMountain - Wednesday, July 1, 2009 1:57 PM -
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2 questions. 1 Sales process or sales stages in a new entity and 2 integration to sharepoint errors using certain columns in sharepoint libraries
And just like the opportunities page where at the top there is a sales funnel/pipeline feature.Answered | 14 Replies | 1323 Views | Created by shamstabrizi - Tuesday, October 15, 2013 3:02 PM | Last reply by shamstabrizi - Wednesday, October 16, 2013 9:17 AM -
0 Votes
Sales Pipeline - No Data
Problem partly solved - turns out I have 3 items now in the "Group By Sales Process" filter, and it defaults to None.Answered | 4 Replies | 3580 Views | Created by Bob Willer - Wednesday, August 24, 2011 8:34 PM | Last reply by Bob Willer - Thursday, August 25, 2011 1:37 PM -
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Sales Pipeline Report customization
Hi all, any body know if it is possible for us to custom the sales pipeline report based on estimatedclosedate so it will show up the actual close date when the ...Answered | 4 Replies | 6563 Views | Created by -Pingkan- - Wednesday, March 17, 2010 7:39 AM | Last reply by Donna Edwards - Friday, March 19, 2010 8:27 PM -
0 Votes
Sales and after sales
Instead of going the custom entity, which will almost surely involve some heavy customizations to replicate built-in CRM functionality, could you instead create some custom attributes on the existing ...Answered | 1 Replies | 7583 Views | Created by RvWlift - Friday, March 12, 2010 3:47 PM | Last reply by Dave Gottlieb - Friday, March 12, 2010 5:15 PM -
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Sales Pipeline Report / Source Data Attributes (Fields)
You can populate the sales stage and process via a workflow but, frankly, I would abandon them (along with the report) and use other fields, along with things like the 2011 ...Answered | 1 Replies | 3147 Views | Created by Ping Petchged - Wednesday, August 31, 2011 8:29 PM | Last reply by Leon Tribe - Friday, September 2, 2011 1:09 AM -
0 Votes
Assigning value to a field thorugh workflow based on different stages
Sales Pipeline (dropdown field) , 2.Probability(text field).Answered | 4 Replies | 2619 Views | Created by Shankarbala - Thursday, November 3, 2011 10:52 AM | Last reply by Shankarbala - Thursday, November 3, 2011 11:36 AM -
2 Votes
CRM 2011 - Design Question to Measure Opportunity Stages
JavaScript will only give an accurate result if the user keeps the opportunity open whilst making all the stage changes, which is unlikely.Answered | 3 Replies | 1110 Views | Created by H.Desai - Tuesday, October 28, 2014 10:50 PM | Last reply by H.Desai - Thursday, October 30, 2014 11:19 PM -
0 Votes
Sales Stages in Opportunity and sales report
The Group by Sales Stage in the report you are running, is not grouping on the field: salesstagecode.Answered | 6 Replies | 8005 Views | Created by gcarl - Thursday, November 6, 2008 12:37 AM | Last reply by Donna Edwards - Thursday, November 6, 2008 7:31 PM -
2 Votes
Has anyone taken sales accreditation exam for CSA dynamics CRM
I have been completed many Sales exam for my company's silver/gold certifications.Answered | 2 Replies | 8315 Views | Created by CRM elite - Wednesday, October 19, 2011 3:55 PM | Last reply by Dinesh Pulugundla - Wednesday, August 22, 2012 7:36 AM -
2 Votes
Workflow stages
The stage discription is retrieved from the Stage settings found in the Project Server admin page.Answered | 9 Replies | 14537 Views | Created by Pnina Zinger, MVP - Tuesday, December 15, 2009 7:27 AM | Last reply by Pradeep GanapathyRaj - MS - Monday, January 4, 2010 11:10 PM - Items 1 to 20 of 11575 Next ›
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