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?
- On the Opportunities: List - Sales cycles page at Show, select the required option.
- Click Show.
How do I create sales cycles?
- On the Opportunities: List - Sales cycles page, click New. The Opportunities: New - Sales cycle page will be displayed.
- Define the required information.
- Click Save.
Keep in mind: All fields with the "!" icon are mandatory.
How do I delete sales cycles?
- On the Opportunities: List - Sales cycles page at Show, select the required option.
- Click Show.
- Select the check boxes that correspond to the sales cycles that you want to delete.
- Click Delete. The message "Are you sure that you want to delete this record?" is displayed.
- Click OK to confirm the deletion.
Keep in mind: A sales cycle that is linked to an opportunity cannot be deleted.
Buttons
Show
Click this to display the results based on the defined criterion.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results based on the defined criterion.
New
Click this to create a new sales cycle.
Delete
Click this to delete the selected sales cycle(s).
Close
Click this to exit.
Field
Criteria section
Show
Select Active to display sales cycles that are active, Inactive to display sales cycles that are inactive, or All to display all sales cycles.
Columns
Select the check boxes to determine the sales cycles that you want to delete.
Description
This displays the descriptions of the sales cycles. You can click a hyperlink to view and modify the corresponding sales cycle.
Active
This displays whether the sales cycles are active or inactive.
Creator
This displays the creators of the sales cycles. You can click the hyperlink to view the corresponding personal card. For more information, see Viewing personal cards.
Created
This displays the dates and times the sales cycles were created.
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: |
Exact Synergy Enterprise
|
Date: |
03-05-2013 |
| Release: |
|
Attachment: |
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| Disclaimer |