Edit or deactivate a sales guide

Audience:

settings

•

Version: 10.5

Some tooltip text!

• 2 minutes to read

 • 2 minutes to read

This task is done in Settings and maintenance and you must be an administrator.

Edit a sales guide

1. Select Workflow in the Navigator.

2. Select the Sales guide tab.

3. Select the required type from the Sale type list.

4. Click Edit.

5. Edit the individual stages.

6. Edit follow-ups and documents by double-clicking them in the lists at the bottom.

   • Add a follow-up for a stage
   • Add a document for a stage

   The changes are saved automatically.

Deactivate a sales guide

To remove a sales guide from a sale type, follow these steps:

1. Select Lists in the Navigator.
2. Select Sale - Sale type (for stages) from the dropdown menu. The Items tab displays all existing sale types.
3. Double-click the sale type linked to the guide you want to deactivate. The Edit list item dialog opens.
4. Uncheck This sale type is linked to a guide.
5. (Optional) Update other fields as needed.
6. Click Save to apply your changes or Cancel to discard them.

Note

If you later want to reuse the sales guide, recheck the option. Any follow-ups and documents previously added to the sales guide's stages will be automatically retrieved when reactivated. You can also add new follow-ups or documents, or remove any that are no longer relevant.