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When we win an opportunity and update this to convert the lead to a customer, we receive the following error: Field is lead status only, cannot be updated in table. Action Sequence Order: 138
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If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen. My real question is: How do the amounts...
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Then what is the purpose of the Stage Order field?
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I'm editing my existing opportunity stages on the New/Edit Opportunities screen. I'm setting a numeric value in the Stage Order field so that the stages will appear in the order I want them. But regardless of how I set the numeric, the Stages appear on the dropdown in alphabetical order. Any...
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I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either...
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First a little background. We created a new role: Account Manager. We made a copy of the Edit Oppotunity screen and customized it. We are currently testing our work with two user roles, Account Manager and Administrator. Now the problem. When an Account Manager is signed in and the Edit Opportunity screen...
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When we open an existing opportunity and look at the activities tab for that opportunity, and try to use the "shared activities on or before today" view, it doesn't show any activities. It's only when we select "Shared activities" that it actuall shows activities BEFORE today...
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On the opportunity window, the company name no longer shows up by default. I know I can customize it, but I try to stay away from that if possible. I wanted to put in my 2 cents that the company name should be shown by default. Contact name isn't as important as the company name since people come...
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For any Opportunity that I create, I designate an ID , a Formal name , and a nickname . I can put the Formal name in the existing Name field on the Opportunites table. I want to create a field to capture the ID and the nickname. I know how to edit the table and add the fields, but I cannot figure out...
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We modified an Opportunity Screen and had it working fine. In its original format there is an Existing Opportunities grid on top and and an Add/Edit table (screen, grid?) below. Ours has somehow morphed into showing only the Existing Opps grid with tabs accross the top, Add/Edit being one of the tabs...
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