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Dear All,
Please consider the following scenario 1. User1 proceed to a workflow stage in an opportunity. The workflow stage and opportunity stage is updated. 2. User 2 edits the same workflow and proceeds to the next workflow stage. The workflow stage…
Sage CRM 7.2h
How do I get my fields for "Assigned To" and "Team" to automatically populate with the User's name and team? When filling out the New opportunity page, we would like to be able to have these fields auto populate so that they don't have…
Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…
We have CRM 7.2 and I cannot figure out how the user without admin rights is to change the status of an Opportunity to closed without it being sold. I have gone through the options to change the State of the opportunity are in the right hand column under…
