Hi:
We're running CRM 2011 and create opportunities, which have 18 steps in the sales process -- they are NOT sequential, so this creates a long checklist of items to complete before the Opportunity (Deal) is 'SOLD'.
We need a way to track each Opportunity and see if/when all steps are completed -- can we:
- Create an Opportunity, then:
- That Opportunity creates 18 steps automatically (perhaps as Tasks or Activities) and:
- Create a report, which might look like image attached:
This example only shows 10 Items, but you get the idea.
Thank you for your advice/guidance -- Any help would be appreciated.
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