Use the process types (see Identifying Process types) feature to efficiently set up similar types of projects. You can create a process type for each action plan, for each type of prospect, for specific reporting requirements, or whatever criteria best meets the needs of your organization.
To create process types
1. From Process Mgr, select Set up module.
2. In the Process Types tab, click Create Process Type.
3. Define the process type:
□ Enter the Name and Description of the process type.
□ Select the Process Class and Default Action Plan.
□ Browse to select the Default Owner for this process type. The default owner must be a member of the Opportunity Owners group.
□ (optional) Enter or select the default Owners Roles and Contacts Roles.
□ (optional) Enable the Allow Competitor References option.
□ Click the browse icon to Grant Project Access:
■ In the Groups Properties window, enter the Name and Description.
■ Select or Add members to the group.
■ Click Save.
4. Click Save.