Editing Data in Predefined Processes

Learn to edit data in Predefined Processes.

Predefined processes are available to add or edit data in certain info areas. For example, opportunities progress through a number of phases which differ by industry and the business processes in your company.

A process is divided into individual phases and tasks are assigned to these phases. Some of these tasks can be mandatory, which means that the opportunity cannot proceed to the next phase until these tasks have been completed. Opportunities tend to be structured in phases such as identification, qualification, offer and conclusion.

When editing data, only one phase is currently active. The active phase is displayed in the process's header in orange.

Depending on the process, you can either switch back and forth between phases or can only proceed to the next phase once you have completed all the necessary steps.

Help texts and icons are available for each phase and for the whole process; these provide you with information on the current status and what tasks need to be completed.

Metrics can be displayed for individual phases (in the arrows) as well as for the entire process (on the far right). These metrics provide feedback on key data relating to the process.

Your administrator can determine that the arrows representing inactive phases and/or all phases prior to the current phase are minimized.