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Create a new Sales Process
Platform: Sales and Service | 1 Comment 09.22.2009 adelao
Categories: Development
Hi all,
I need a brand new sales process, so I’ve created it with Workflow Designer, but I can not make it appear in the Opportunity Type drop down list.
I’ve tried In SSA Studio, to go to Physical & Logical Schema > BIO related Info > BIOs > e_opportunity > Extensions and edit the EpiExtension start SalesStage workflow… but it did not worked.
Anybody knows how this can be done?
Thanks
09.22.2009 Jason Balliet
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To start, the workflow has to have the Worflow Category Value of ‘Sales Stage’ and should have been built as a Workflow Type of ‘Opportunity Process Types’ These values are located in the Edit → Workflow Properties Dialog.
The make sure to Publish the Worflow from (File → Publish).