Forms Used to Set Up Sales Methodologies

Form Name

FormID

Navigation

Usage

Search for Sales Methodologies

W90CB050A

Sales Force Automation Setup (G90CA03), Sales Methodology

Access the forms to set up a sales methodology.

Add Sales Methodology

W90CBSMA

Click Add on the Search for Sales Methodologies form.

Define the name of the sales methodology.

Sales Methodology - Manage {Methodology Name}

W90CB050B

Click Save and Continue after you enter the name of the sales methodology on the Add Sales Methodology form.

Set up a sales methodology.