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Hour 8. The Sales Funnel > Automating the Sales Process with Workflow

Automating the Sales Process with Workflow

In this section, we walk through setting up a piece of a full sales process and the end result. We start by accessing processes and creating a new workflow and then add the sales stages to this new workflow. Figure 8.1 kicks off the process.

Figure 8.1. Automated sales process (workflow).

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Creating a New Workflow for the Sales Process

Figure 8.1 shows where to start creating a workflow for the sales process. This is how your window will appear when you are getting started.

Next, you’ll see how to set up the sales stages and the associated steps for a new workflow. You start by creating a new workflow, and because you are focusing on a sales process, you associate this new workflow with the opportunity record. Notice that you are not selecting a dialog; a dialog is a different type of process. As shown in Figure 8.2, you assign a name (CRMLady Sales Process) and select the opportunity entity from the entity list.


  

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