Edit a sales guide

Audience:

settings

Some tooltip text!

• 1 minute to read

 • 1 minute to read

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

1. Click the Workflow button in the Navigator ().

2. Select the Sales guide tab.

3. Select the required sale type in the Sale type list box.

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.