Activities for each phase in Sales Methodology for Opportunities

Hello Gurus,
I want to configure certain activities around each phase for sales methodology in Opportunity. eg phase 1 identification, if there cud be series of aactivities like calling up a customer, setting up appointment, etc which if configured becomes a part of sales assistant and pops up as planned activities for that phase, it how do I configure this?
Thanks in advance.

Hi Swetha,
For your situation, once any phase is approved, you could send an email to notify task creator the certain phase is approved.
If you need to let users who can access the item know the approved phases, you might add some other fields in the list. For example, add the multiple choices that has:
Request Initiation
Initiation approved
Request Plan
Planning phase approved
Request Closure
Closing phase approved
And add an extra action in workflow to change the field's value per the approve status.
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

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For your situation, once any phase is approved, you could send an email to notify task creator the certain phase is approved.
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Use Oracle Database specific method to perform homogeneous system copy.
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Hi,
NIL
All activities should be assigned to an enduser based on the organisation of the company.
regards

Activities for each phase in Sales Methodology for Opportunities

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