CRM On Demand - Administration (MOSC)

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Enforce Sales Stage Progression

edited Feb 11, 2013 11:07AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered
Hi,

There are 7 Sales Stages in the Sales Process not including the Closed ones.  It is okay to jump around in between first 4, but you can only get to #5 from #4, to #6 from #5, to #7 from #6, and Closed/Won only from #7.  It is okay to move to Closed/Lost at any point in time.

Do I need a separate BRMS WF with Cancel turned on for each of these changes?  And what would a couple of them look like?

Many Thanks!

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