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Customer experience | Sales, Customer Insights,...
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Filter views with customized sales stages

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Hello Community,

I want to create a lead view that includes the current sales phase as a filter criterion. For the leads section, a custom business process flow has been created that includes different phases.

However, in the filter view these phases are not displayed to me, but only the default value "qualify". The default process is not active anymore.


  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Filter views with customized sales stages

    Hi,

    For your business process flow you will have an entity with the same name as your BPF.

    So say your process flow is called "Lead To Opportunity Sales Process" you will have an entity called Lead To Opportunity Sales Process there as well.

    So make a view of this entity.

    pastedimage1681975233651v2.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Filter views with customized sales stages

    Hi Kevin K. 

    Every business process flow is associated with the table. If the name of the BPF is 'Sales to lead' then the table should follow the same name. The relationship between the table, (in your case it is lead) is not 1:1 so you won't be able to find anything on lead's table related to stages. You should need to go to the relevant table for these details. In my cases I added the table in the model driven app and got desired results

    pastedimage1681929560888v1.pngpastedimage1681929684697v1.png

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