Edit Basic Settings Prerequisites Make sure that you are logged on as Director (User sales_dir). General Settings Purpose The following steps are prepared to adjust the settings according to your business needs. Procedure Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Name: Value Comment 1 Open Options In the navigation bar, choose The Target To Date page Pipeline Performance Target to appears. Date More Options The page appears. Options In this view, many options can be adjusted. The following two steps give a brief description of the field meanings. Adjust the values according to your business needs. 2 Adjust Progress New: The setting indicates that the Progress Status Settings are Status Settings opportunity was created recently. adjusted. Slow: The setting indicates that the opportunity is not progressing at a reasonable speed. The movement of the opportunity’s progress is measured in days. Stalled: The setting indicates that the opportunity is progressing at a slow rate over a specified number of days. This time period is longer than the number of days for the setting. Slow
Edit Basic Settings Prerequisites Make sure that you are logged on as Director (User sales_dir). General Settings Purpose The following steps are prepared to adjust the settings according to your business needs. Procedure Test Step # Test Step Name Instruction User Entries: Name: Value Expected Result Pass / Fail / Comment 1 Open Options In the navigation bar, choose Pipeline Performance Target to Date More Options In this view, many options can be adjusted. The following two steps give a brief description of the field meanings. Adjust the values according to your business needs. The Target To Date page appears. The Options page appears. 2 Adjust Progress Status Settings New: The setting indicates that the opportunity was created recently. Slow: The setting indicates that the opportunity is not progressing at a reasonable speed. The movement of the opportunity’s progress is measured in days. Stalled: The setting indicates that the opportunity is progressing at a slow rate over a specified number of days. This time period is longer than the number of days for the Slow setting. Progress Status Settings are adjusted.
C67_CRM703_BPD_EN_XX.docx