Set Up Opportunity Sales Cycles and Cycle Stages in Dynamics 365 Business Central
Автор: The NAV / 365 People
Загружено: 2019-10-09
Просмотров: 2006
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Before you can start using sales opportunities, you must set up sales cycles and sales cycle stages. A sales cycle is made up of a series of stages that go from the initial contact to the closing of a sale. Each stage can have certain requirements that must be met, such as requiring a sales quote, before an opportunity can go to the next stage. You can also specify whether a stage can be skipped. You can setup as many sales cycles as you need, and you can set up as many sales cycle stages as necessary within a sales cycle.
Implementing opportunity sales cycles involves setting up the sales cycle code, defining the different stages of the cycle, and then assigning the cycle to opportunities.
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