If your company has Membrain Performance or Excellence, you may have more than one sales process to choose from when you create a sales project. If you select the wrong process, or realize that you need to change it halway through working with the opportunity, follow the instructions below:
- In the opportunity view, click on the name of the sales process the sales project is currently in (located in the header, with a dotted underlined, indiciating you can click on it to edit it).
- A new dialogue opens.
- Select the sales process you wish to change to in the first drop down list.
- In the second drop down, select which stage the sales project should be in.
- Click on Set and you will be taken to the new opportunity view (with the correct sales process and stage)
- Clean up any data required to ensure everything is up to date.
We hope this helps!