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Exact Synergy Enterprise   
 

Overview of sales cycles

Menu path

Customers à Setup à Opportunity management à Sales cycles

Introduction

In the business world, most sales processes are governed by a certain number of stages. For instance, if you are to sell a product, you will probably conduct cold calls, set up appointments, conduct product demonstrations, negotiations of the order and close of the deal. Each stage of the process has its own distinct activity.

In Exact Synergy Enterprise, a sales cycle allows users to determine the number of stages a sales cycle will go through, gives each stage of the cycle a name, and links requests to the different stages. This will allow the creation of relevant requests to accompany each stage as it is reached. It also helps in determining the current stage of an opportunity as each opportunity will be tied to a sales cycle.

Roles and rights

All users can view sales cycles.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 251.

How do I view the overview of sales cycles?

  1. On the Opportunities: List - Sales cycles page at Show, select the required option.
  2. Click Show.

How do I create sales cycles?

  1. On the Opportunities: List - Sales cycles page, click New. The Opportunities: New - Sales cycle page will be displayed.
  2. Define the required information.
  3. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I delete sales cycles?

  1. On the Opportunities: List - Sales cycles page at Show, select the required option.
  2. Click Show.
  3. Select the check boxes that correspond to the sales cycles that you want to delete.
  4. Click Delete. The message "Are you sure that you want to delete this record?" is displayed.
  5. Click OK to confirm the deletion.

Keep in mind: A sales cycle that is linked to an opportunity cannot be deleted.

Buttons

Field

Columns

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.959.349
 Assortment:  Date: 03-05-2013
 Release:  Attachment:
 Disclaimer

Attachments
OH251-Overviewofsalescycles-final.docx 29.1 KB View Download