This activity is used to create a CRM process. A CRM process is used to guide the user through the different stages of a Business Opportunity. It can also be used to qualify a lead. The process should be created from a process template but it is also possible to copy another process. The process will include a number of stages and each stage will contain a number of actions which the sales rep should take while processing the opportunity or qualifying the lead.
Click Create from Template and select a template. Enter Process ID and a description. Select a stage in the Process Stage section and add actions to the stage.
In the Business Activity Validation Type field, select when the action should be set to done. If Business Activity Validation Type=None, the user will have to set the action to done manually. If Business Activity Validation Type=Create, the action is set to done automatically once you create the activity. If Business Activity Validation Type=Complete, the action is set to done automatically once you complete the activity.
In the Validity Type field, select if the action is mandatory. If Validity Type=None, the opportunity or sales lead can move to the next stage even if the action is not done. If Validity Type=Notify, the opportunity or sales lead can move to the next stage even if the action is not done but the user will be notified that the action is not done. If Validity Type=Stop, the stage cannot be done if the action is not done.
Enable the Approval Needed option if, the action needs approval. Optionally update the Approval Group.
If the action should include data entry, select the Logical Unit (LU) in the Data Entry Lu Name field. Specify the data fields in the Data Entry Lu Columns field.
A sales process is created and available for use on the Business Opportunity or Lead page.