03-16-2009 01:53 PM
Currently, I have three Processes that I would like to change to one process. I'm trying to delete the other process's and I only want to move my most recent leads / Customers (180 days or newer) into the new sales process. Can someone tell me how to do this?
1. delete the existing processes?
2. How to make the leads other than the past 180 day leads in the existing process's inactive in the new sales process (So I can market to them still)?
3. How I can keep the days in the process from reseting back to zero?
4. What is the easiest way to move all of this around with the least amount of headache?
The goal is one process and how to consolidate them into one process? I hope this makes sense as Im confused just writing this....