Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
Antes de Iniciar
Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]
Procedimento
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Navigate to .
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Select the List icon
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Navigate to .
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Select New.
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On the form, fill in the fields.
Tabela 1. Create new sales process record form
| Field |
Description |
| Short description |
A brief summary of the business process record used for quick identification in lists and notifications. |
| Business process |
A business process that you want to monitor such as order-to-cash. |
| Account |
Customer account for which you want to monitor the sales activities. |
| Assigned to |
(Optional) Person responsible for managing and monitoring the sales process record. |
| Business entity |
The top-level sales entity that you want to monitor, for example, opportunity. Quotes and orders related to that entity are automatically included in the node map. |
When you select a business entity, all similar entities related to the selected account are displayed.
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Select the records you want to monitor directly under the sales process record.
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Select Save and Open.
A dashboard containing a hierarchical node map and details section related to the selected records is displayed.
O que Fazer Depois
Track and manage sales process using the sales process dashboard. For more information, see Navigating the sales process dashboard and Monitoring and tracking sales activities.