Main status in the sales funnel

The main statuses displayed in the funnel as a segment depend on

• the query condition (which procedures are included in the query condition for the process status component?),
• the assignment of the main status to the process statuses.

This ensures that the sales funnel can also contain empty segments (number 0) if the search result doesn’t con­tain any cases for a main status.

The main statuses provided in the Administration/Sales cases/Main sta­tus and Administration/Service/Main status management lists are process related, and can be adapted and associated with the process statuses in the process definition. In the standard, main statuses are defined for the business opportunity, the quote, and all service quotes, and are assigned to the OPN status of these processes. All the other processes are not funnel-relevant and do not need a main status.

Here you can define

• the name of the main status that also appears in the sales funnel,
• the main status identifier,
• the position of the status it displays in the sales funnel,
• the color of the bar representing the main status in the sales funnel.

In the CRM standard, the sales processes, for example, already have main statuses assigned that combine various process statuses.

A graphical process bar can be displayed in the header area of a case along with the main status. You can see immediately which main status the case is in. In the standard system, the process bars are available for business opportunities, quotes, orders, all marketing cases, and also service cases.

For service calls, there are different main statuses for inquiry and fault, complaint, complaint 8D, because the processes are fundamentally different. The process bar for an inquiry has only three ele­ments.

The main statuses already used for sales quotes are used as the main statuses for service quotes. This is because they are the data source for the sales funnel in the service and sales case over­view. For service quotes, there is a "Quote OK" process status which receives the "Quote OK" main status.

The service order statuses of the various PSA_SVC_ORD processes can be mapped to a main status set.