Define processes and stages for campaigns, leads, and opportunities
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can create a process and the stages of a process for campaigns, leads, and opportunities.
Click Sales and marketing > Setup > Campaigns > Campaign process.
–or–
Click Sales and marketing > Setup > Leads > Qualify process.
–or–
Click Sales and marketing > Setup > Opportunities > Sales process.
Press CTRL+N to create a new process.
Enter the name of the process and a brief description.
A process is automatically marked as active when you create it. If the new campaign, lead, or opportunity process should be inactive, clear the Active check box.
On the Responsibilities tab, enter the responsibilities of the new process and descriptions of the responsibilities.
Close the form to save your changes.