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Create Processes for Deal Registration


  1. From Setup, enter Processes in the Quick Find box.
  2. To create a process for leads, select Lead Processes. To create a process for opportunities, selectSales Process under Opportunities.
  3. Select the stages best suited to the lead or opportunity and your business needs.
  4. Save the process.

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Related Questions

  • Create Lead Record Types for Lead Distribution
  • Customize Opportunities for Deal Registration
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