• Editing Opportunity Status

    Hi all,

    I'm looking for some advice regarding amending stages and statuses for opportunities and leads.

    When a sales rep clicks on 'Change' on the summary screen of an opportuntiy, the only section that is editable is the Details section…

  • In workflow is it possible to have an additional Status called “Inactive” which is by default selected only when the stage is ‘Inactive†?

    In the opportunity workflow we have a stage called Inactive. When this stage is selected, the Status still reads "Inprogress". Is it possible to have an additional Status called "Inactive" which is by default selected only when the stage is ‘Inactive…

  • (SOLVED) Adding fields to the Opportunity Progress Entity

    Hi All,

    We would like to modify the Opportunity Status screen, it appears these fields are pulled through from the opportunity progress entity.
    All the fields in the Opportunity Progress entity appears to be duplicates of the opportunity entity.

    How do…