I feel as if my question is simple, but as this is my first time recreating a new record type, I have a question about setting the type for the stages.
I have the Negative Risks set up with different stages, however, right now everything is still listed as Open:
The Closed - Final is just like the Closed Lost in our Standard fields, but I guess I want to clarify.
If I have two separate opportunity records with different stages to pick, setting my Closed - Final to the Closed/Lost category won't affect my actual Closed Lost records on the Standard opportunity record, correct?
I want to make sure the business that is lost and final shows up as final, and not as an open opportunity when it's not. Apologies for the long and winding question, I just want to make sure I don't mess anything up.
3 Antworten
Then I would set Closed - Final to:
Type = Closed/Lost
Probability = 0%
Forecast Category = Omitted
