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How to add Sales process in Salesforce?
How to add Sales process in Salesforce?
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2 Replies
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Set Up a Sales Process
From Setup, click Customize | Opportunities | Sales Processes.
Click New.
To create the first new process for your organization, create a Master process.
Give your sales process a unique but descriptive name. ...
Optionally, add a description.
By default, all stages are included in a new proces - [adinserter block='9']
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Hii Anjali,
Set Up a Sales Process
From Setup, click Customize | Opportunities | Sales Processes.
Click New.
To create the first new process for your organization, create a Master process.
Give your sales process a unique but descriptive name. ...
Optionally, add a description.
By default, all stages are included in a new process
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