A sales process can be edited by clicking on icon that occurs when you hover the cursor on the respective sales process. For example -
You can also edit a sales process by clicking on it in the Sales Process Listing page . For example -
Once you have selected a sales process to edit, you will be directed to an 'Edit Sales Process' page.
Edit the name of the sales process. Please note that the name section is mandatory to fill.
Description of the sales process can be edited here.
Change the sales agent to whom the sales process will be assigned to.
Set the new number of days after which the first activity of the sales process will start.
Click on the drop down and choose between between deal and lead for whom the sales process will be applicable.
Change the default criteria of the sales process as Yes or No according to the requirement.
Change the status of the sales process as published/unpublished. depending on the fact whether you want the sales process to be active or not.
Click on to update the changes made to the sales process. Or else, click on Cancel.
Choose between the stages - suspect or prospect whose section you want to view and edit.
Click on to add another phase in the sales process.
Click on beside any goal or activity to delete it from the sales process.
Click to add a new activity or tool in the sales process.
Click to add a new goal in the sales process.