Exact Synergy Enterprise

Creating and modifying 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, you can create and maintain sales cycles. This allows you to determine the number of stages a sales cycle will go through, give each stage of the cycle a name, and link requests to the different stages. This allows 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

To create sales cycles, function right 5 – Create request types, and edit request types without responsible is required. Users with the General manager or HR role have this function right.

To edit sales cycles, function right 232 – Edit all request types is required. Users with the Administrator role or a designated template manager, if available, have this function right.

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 create sales cycles?

1. On the Opportunities: List - Sales cycles page, click New. The Opportunities: New - Sales cycle page will be displayed.
2. At Description, type the description of the sales cycle.
3. Select the Active check box to make this sales cycle available to be linked to opportunities.
4. Under the Description column, type the descriptions of the sales cycle stages.
5. Under the Request type column, type or select the request type IDs to define the request types that will be created during the respective stages.
6. Define other necessary information.
7. Click Save.

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

How do I modify sales cycles?

1. On the Opportunities: List - Sales cycles page at Show, select the required option.
2. Click Show.
3. Click the hyperlink of the corresponding sales cycle under the Description column.
4. Click Edit.
5. Make the necessary changes.
6. Click Save.

Related documents

• Creating and modifying process flow templates
• Exact video library
• Overview of sales cycles