Creating Stage Processes

1. Basic Information

• Process Name: e.g., “Opportunity Stage Advancement Process”, “Lead Follow-up Process”, etc.
• Process Description: Describes the purpose or significance of the process.
• Process Initiator Object: The associated object used to initiate the stage process.
• Applicable Scope: The scope of the current Pipeline, meaning only users within this scope can initiate the process.

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2. Advanced Settings

2.1 Enable Interconnection Process

Selects stage processes involving external participants. Supported interconnected applications include:
- Order Connector
- Work Order
- SharePartner
- Equipment Assets
- Service Connector (Individual)
- Order Mall
- Equipment Query
- Service Connector

Note:
- After enabling, you can select interconnected applications.
- Once enabled, this Pipeline applies to all Downstream scenarios.

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2.2 Select Interconnection Node

• Check “Set as Interconnection Node”.
• Automatically syncs the interconnected applications selected in the Basic Information section (cannot be modified).
• Who handles this task: Add Downstream personnel variables at this interconnection node.

3. Triggers

For stage processes initiated on objects, the Pipeline can be triggered manually or automatically.

• Process Initiator Object: Specifies the object under which the current Pipeline is initiated. Supported objects include:
  • Opportunity 2.0
  • Leads
  • Account
  • Order
  • Campaign
  • Partner
  • Custom objects

• Object Field: Sets the stage based on the selected object field (only single-select fields are supported). For the same object, only one single-select field can be used for the Pipeline and cannot be modified.

• Trigger Action:
  • New objects trigger automatically based on filter conditions.
  • For objects other than Opportunity 2.0, manual initiation or re-initiation is supported if no approval flow exists.

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4. Filters

Validates filter conditions when manually triggering the stage process. Only conditions that meet the criteria will trigger.

4.1 Filter Conditions:

• Opportunity 2.0 does not support filter conditions.
• Other objects support filter condition fields, including:
  • Current object fields
  • Associated object fields
  • Owner’s primary department
  • Personnel
  • Personnel Attributes

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5. Stage Settings

5.1 Opportunity 2.0 Stage Process

• Stage types are configured in the Opportunity stage field (including In Progress, Deal Won, Deal Lost, Invalid).
• Supports win rate configuration.
• The Pipeline can adjust single-select values and win rates in the Opportunity stage.

5.2 Other Object Stage Process

• Select a single-select field from the object as the stage.
• Stages support configuration of stage types (Normal Stage, Final Stage_Success, Failure).
• Supports stage sorting.

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6. Pipeline Publication

6.1 Pipeline Publication

• Save: Successfully saved and can be enabled immediately.