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# Conflicts:
#	package/platform-enterprise/src/Oro/Bundle/UserProBundle/Migrations/Schema/OroUserProBundleInstaller.php
#	package/platform-enterprise/src/Oro/Bundle/UserProBundle/Resources/translations/security.en.yml
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venimus committed Nov 25, 2016
2 parents a8be2c1 + bd46f57 commit 305cb50
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1 change: 1 addition & 0 deletions conf.py
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sys.path.append(os.path.abspath('_exts'))
sys.path.append('C:\Users\oro\dev\documentation\crm\_exts')
sys.path.append('C:\Users\oro\sphinx-php')

# adding PhpLexer
from sphinx.highlighting import lexers
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1 change: 1 addition & 0 deletions user_guide/index.rst
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Expand Up @@ -170,6 +170,7 @@ guide are most relevant for your work duties.
* :doc:`/user_guide/mailchimp_integration`
* :doc:`/user_guide/sending_email_campaign_via_mailchimp`
* :doc:`/user_guide/dotmailer_integration`
* :doc:`/user_guide/sending_email_campaign_via_dotmailer`
* :doc:`/user_guide/ms_exchange_integration`
* :doc:`/user_guide/outlook_sync`
* :doc:`/user_guide/embedded_forms`
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14 changes: 9 additions & 5 deletions user_guide/sales_processes_workflow.rst
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Sales Processes Workflow
========================

To manage sales processes of the company, OroCRM provides the *"Sales Processes"* entity records.
To manage sales processes of the company, OroCRM provides the **Sales Processes** entity records.

To provide consistent and unified approach within the company, in OroCRM, management of the Sales Processes is
straightened by the steps of the *"Sales Processes"* :ref:`workflow <user-guide-workflow-management-basics>` that
straightened by the steps of the **Sales Processes** :ref:`workflow <user-guide-workflow-management-basics>` that
involves the Lead and/or Opportunity records from a B2B Channel.

According to the workflow, the following actions are available for a manager:
Expand All @@ -29,10 +29,14 @@ According to the workflow, the following actions are available for a manager:
3. Any opportunity (whether it was developed or not) may be closed, either as won or lost, subject to the deal
outcomes.

4. Any disqualified lead may be reactivated, which means a new lead will be created. A follow-up note can also be
created for every disqualified lead.
4. Any disqualified lead may be renewed in the following way:

- Navigate to the Lead.
- Edit its properties.
- Change **Status** attribute to **New/Qualified**.

5. Any closed opportunity can be reopened, which will result in creation of a new opportunity.



.. image:: ./img/sales_process/sales_process_wf.png
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.. hint::

You can clone and customize the workflow to correspond to your business-processes or create a new workflow using the
same entities, as described in the :ref:`Workflows Management guide <user-guide-workflow-management-basics>`.
same entities, as described in the :ref:`Workflows Management guide <user-guide-workflow-management-basics>`.

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