slxdeveloper.com Community Forums

The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!

Administration Forums - General Administration
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.

Forums RSS Feed

Back to Forum List | Back to General Administration | New Thread

View: Search:

Author

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]

Page 1 of 1

You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!

slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation. This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.	code of conduct \|

page cache (param): 7/9/2025 12:42:07 PM