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How do I switch Sales Process for an active Sales Project?

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"I have a live Sales Project, but its in the wrong process.  How do I move it into the correct sales process?"

Membrain Performance and Excellence tiers allow you to have more than one Sales Process to choose from when creating Sales Projects. If you select the wrong process, or realize that you need to change it halfway through, it's thankfully very easy to do. Follow the instructions below:

 

  1. In the Sales Project itself, click on the name of the sales process the project is currently in, located in the header row just below the Sales Project Name
  2. In the first drop down list, select the sales process you wish to switch to
  3. In the second drop down, select which stage the sales project should be in.
  4. Click on Set and the Sales Project is moved.
  5. Review the Sales Project, and complete any steps that are relevant with the new sales project and ensure all data and steps required are up to date.