Create Process Template

Explanation

This activity is used to create sales process templates. The process template, which contains a number of stages, will be used when new sales processes are created.

Prerequisites

This activity has no prerequisites.

System Effects

A sales process template is created and available for use in the CRM and SRM Basic Data/Sales Process tab.

Window

CRM and SRM Basic Data

Related Window Descriptions

CRM and SRM Basic Data
CRM and SRM Basic Data/Process Templates

Procedure

  1. Open the CRM and SRM Basic Data window and click the Process Template tab.
  2. Create a new record.
  3. Enter a template ID and a description in their respective fields.
  4. Optionally, enter valid from and valid to dates.
  5. Click the table and create a new line.
  6. When you enter the first stage of a template, the system automatically sets the stage number to 10. For subsequent lines, the stage number is automatically set to ten higher than the highest previously saved stage number. If required, you can change the default value.
  7. Enter a description for the stage.
  8. In the Probability field, select which probability an opportunity should get when it reaches this stage.
  9. If the Force Probability check box is selected, the probability from the process template will be used and the value cannot be changed by the user.
  10. Optionally, enter an instruction for the stage.
  11. Save your entry.
  12. Repeat step 5 to 10 for subsequent stages.