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Thread: How to identify a default Sales Process

Ina Nortje
Posts: 57

How to identify a default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 07 4:39 AM

Good day,

I can have several Sales Processes in SalesLogix, but would like one to be the default process to be selected whenever a new opportunity is created. Can I set one of my Sales Processes as default?

Regards

Ina

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: How to identify a default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 07 6:59 AM

Yes, altough it is a per user setting.

Log into the Client as each user and access their opportunity Defaults (Cannot be done at the SalesLogix Administrator).
Navigate on the Menu as follows: Tools / Manage / Opportunity Default

On that screen, set the Default Sales Process

[Reply][Quote]

Ina Nortje
Posts: 57

Re: How to identify a default Sales Process Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 07 7:14 AM

Thanks very much, Raul!

I will let all the users set their defaults during training.

Regards,

Ina

[Reply][Quote]

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