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Can you set up more than one sales process in CRM online and assign them to different teams or individuals? For example, an experienced salesperson may have a different process to follow compared to a junior salesperson.
At the moment there can only be one process for all users.
In talking to one of the partners (who shall remain nameless), they are saying that it is possible - I have asked for a demo but was curious to see what the experience is out there
This is not correct... since crm 2011 you can have multiple sales processes.
but only one per opportunity.
Definitely you can have more than one sales process. If you have CRM 2011 with Update Roll up 12 or above(Polaris ) or you have CRM 2013 in both cases you can have multiple sales process. You can define Sales process for different users by selecting a security role.
For e.g. I have two users Sales person (with SP security role in CRM) & Sales Manager(SM security role in CRM ) ; i have two Sales processes SP Sales process & SM Sales process. What i will do in CRM, i will assign SM security role to my SM sales process & SP security role to my SP sales process. Now both my users (SM & SP ) will see different sales process.
Sales process in CRM can be created through Business Process Flow; it is out of the box feature.
if you find my post helpful, plz mark it as verified
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