SALESFORCE CRM Sales Process Create

 

- Info:

- This tutorial shows how to create new Sales Process.

- In this example Sales Process will be cloned from Master Sales Process.

- You can also choose to clone from an existing Sales Process by selecting it from a picklist: Existing Sales Process.

 

- Open Sales Process Section:

- ivoronline

- Setup

- Customize

- Opportunities

- Sales Processes

 

- Clone Sales Process:

- New

- Clone from Master Sales Process

- Sales Process Name: B2C Sales Process

- Save

 

- Opportunity Record Type

- New

-