Process Manager gives you the power to manage effective communications with your prospects and within your organization. As an Opportunity Manager or Opportunity Administrator, you can:
■ Use queries to select message recipients
■ Use queries to specify report data
■ Edit, copy, or delete output processes that specify reporting, email, or Word merge processes
Note: The following procedures assume that you have already created the relevant output process (see Creating output processes).
To select message recipients or report data
Run a predefined query to select the recipients for a message or the data elements for a report.
1. From Process Mgr, select Generate reports.
2. Select QueriesView. Select the query.
3. (optional) Enter your changes to the sources, filters, display, and sorting information. Click Save or Save As and save the edited query.
4. Enter any required parameters (information needed to run the query).
5. Click Preview.
6. If the results are correct, click Run.
If you want to increase or reduce the items that are displayed, click Change Parameters, make the changes, and preview again.
To edit an output process
1. From Process Mgr, select Generate reports.
2. Select the output process.
3. Click the Edit icon and enter your changes.
4. Click Save.
To copy an output process
1. From Process Mgr, select Generate reports.
2. Select the output process.
3. Click the Edit icon.
4. Click Save As.
5. Enter a name for the new output process.
6. Define the new output process.
7. Click Save.
To delete an output process
1. From Process Mgr, select Generate reports.
2. Select the output process.
3. Click Delete.