Skip to Content
0

Sales Cyrcles sequence number and activity list in Opportunities

Apr 07, 2017 at 08:30 AM

176

avatar image
Former Member

Dear Colleagues,

I have changed names of the sales circles from fine tuning but left the sequence number as it was set default ( 01, 02, 03, 04, 05, 06, please see attached screen N1) Now when I go to opportunities and click on activity list, the sales phases have weird order and numbering next to it and it changes depending which sales phase status opportunity I open ( Please see attached screen N2 and N3) I thought sales circles sequence number should define this order in opportunity, no ? screen-n1.pngscreen-n2.pngscreen-number-3.pngscreen-n4.png

It seems to me as a problem of the system, but may be I'm missing something ... can you please help me to identify the problem ? I will be super grateful!

P.S I have also checked in sales assistant and it looks pretty fine... ( Please see attached screen N4)

screen-n1.png (46.7 kB)
screen-n2.png (123.9 kB)
screen-number-3.png (136.7 kB)
screen-n4.png (88.0 kB)
10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

2 Answers

Loganathan P Apr 09, 2017 at 06:51 AM
0

Hi

  • Select the Sales Assistant activity under the Fine-Tune
  • Open the Sales Assistant activity and select the Assignment of Activities to Sales Phases
  • Now,select the correct combination sales cycle and sales phases
  • Then,add the activity in the required sequence.
  • Save & close

Regards

Logan


salesassistant.jpg (117.3 kB)
activity.jpg (140.3 kB)
Share
10 |10000 characters needed characters left characters exceeded
avatar image
Former Member Apr 10, 2017 at 06:24 AM
0

Hello!

Thank you for your kind response, but the activities sequence is fine... just sales circles sequence has weird numbering. For example in my case sales Phase "identify/qualify" has sequence number 01, but when I go to activities it is not sales phase 1. please see he screens in the previous post...

Share
10 |10000 characters needed characters left characters exceeded