Adding a new process to InsideSales

Sometimes it is helpful to have some options such lead statuses available to only certain users. To accomplish this we use the 'process' dropdown option to allow certain user to see specific options.

To begin we go to the Administration tab and select the Manage Dropdown link from under Site Settings. We then select the Processes link and add a new process in the same way we would any other dropdown option.

After saving the Processes dropdown option we would then edit the lead statuses drop down in the same manner. Once all of our lead statuses are in the proper Active and Disabled box we can select the lead status option and click the edit button (the bottom one with a pencil on it) between the Active and Disabled boxes. On this window we will select the process we want this lead status to belong to from the Processes dropdown. By default lead statuses belong to the main Process. Don't forget to click Save on any open windows when you are done.

The final step is to assign the employee to the proper processes. Edit their employee profile on the Administration tab under Company Settings, Manage Employees, Edit an Employee. Clcik on the employee's name and then on the edit button at the top of the employee record. Under the processes dropdown you can select multiple processes for an employee to belong to by holding down the Control key while you select the various processes.

You may want to log in to the affected users accounts and make sure the desired results have been accomplished. Processes can be a bit confusing to start with but if you start with one and work your way up they are easy to manage.