Setting Up Opportunity Sales Cycles

You can set up opportunity sales cycles for the cycles that you usually follow to manage your sales opportunities.

To Set Up Opportunity Sales Cycles:

1. Open the Sales Cycles window.

2. Press F3 to enter a new opportunity sales cycle.

3. Fill in the Code, Description and Probability Calculation fields. For Help about a specific field, click the field and press F1.

Repeat steps 2 and 3 to set up as many industry groups as you want.

Note

After you have set up opportunity sales codes, you may want to set up the different stages within each cycle.

Related Topics

Creating Opportunities

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