Create a sales process record
Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
Before you begin
Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
.
Navigate to Lead to Cash Process Management > Sales Process Records.
Select New.
On the form, fill in the fields.
Field Description Short description A brief summary of the business process record used for quick identification in lists and notifications. Business process A business process that you want to monitor such as order-to-cash. Account Customer account for which you want to monitor the sales activities. Assigned to (Optional) Person responsible for managing and monitoring the sales process record. Business entity The top-level sales entity that you want to monitor, for example, opportunity. Quotes and orders related to that entity are automatically included in the node map. When you select a business entity, all similar entities related to the selected account are displayed.
Select the records you want to monitor directly under the sales process record.
Select Save and Open.
A dashboard containing a hierarchical node map and details section related to the selected records is displayed.
What to do next
Track and manage sales process using the sales process dashboard. For more information, see Navigating the sales process dashboard and Monitoring and tracking sales activities.
Parent Topic:Using Lead-to-Cash Process Management
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