How to start the corporate sale process
There are several convenient ways for you to start the corporate sales process. For example, If you start working with a new opportunity, we recommend that you run the process from the side panel or from it the command line. In this a case, the opportunity will be created while running the process. If you manually created an opportunity earlier, and now wish to continue working with it, use the corresponding command on the opportunity page.
•Starting the process with the [Start process] action
•Running a process from the command line
•Starting the process with the [Run corporate sale process] action
•The corporate sales process starting automatically
Starting the process with the [Start process] action
1.In the 
button menu, select the [Start process] action (Fig. 1).
Fig. 1 Running a process from the side panel
2.In the opened window, select the "Corporate sale" process and click the [Start] button.
As a result, the corporate sales process will start from the qualification stage. The new opportunity page will open with a prompt to fill in in its data fields.
Running a process from the command line
1.To start a process, type in the “Run process” command in the command line and then continue by typing in the name of the process – “Corporate sale” (Fig. 2).
2.Press the [Enter] button.
Fig. 2 Running a process from the command line
As a result, the corporate sales process will start from the qualification stage. The new opportunity page will open with a prompt to fill in its data fields.
Starting the process with the [Run corporate sale process] action
1.Open the page of the opportunity you wish to start the corporate sales process by.
2.In the [Actions] button menu, select the [Run corporate sales process] command (Fig. 3).
Fig. 3 Starting a process from the opportunity page
As a result the corporate sales process will be started from the stage on which the opportunity currently is.
The corporate sales process starting automatically
The corporate sales process can be started automatically when a lead is transferred to the "Awaiting sale" stage. In this case, the process starts from the qualification stage.
Note
To start the corporate sales process automatically, the "Run opportunity process" system setting must be selected.
See also
•How to work with the corporate sales process
•The [Leads] section > Lead handoff to sales
•The [System settings] section > System settings description
