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Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition

Complete the steps in the following procedure to modify the sales stages. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To modify the sales stages for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Data Rules & Assignment view.
2. In the Sales Methodology section, click the Sales Processes link.
3. On the Sales Process List page, click the Sales Process Name link.
4. In the Sales Stage title bar, click New, or in the row for an existing sales stage, click Edit.
5. On the Sales Stage Edit page, enter a name for the sales stage or edit the name for an existing one.
6. On the Sales Stage Edit page, enter a number in the Order field for the sales stage, or edit the Order # (number) for an existing one.

   Order # (number) corresponds to the position of the sales stage in the picklist.

7. Click Save.

   Repeat these steps for each sales stage that you want to add or edit.

Table 29 shows the suggested sales stages for Oracle CRM On Demand Financial Services Edition: