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Hello,

 

I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

 

In both Sales Paths, the last instance is 'Closed' and after action: Mark Stage as Current, the pop-up window appears thereby Default and is marked 'Closed Won'.

 

If a user tries to change it to 'Closed Lost', the whole set of values defined in the Sales Path is shown. So technically, the user can revert it to some of the previous Stage values.

 

Hello, I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

I want to remove the previous values (Potential Interest, Offer Presentation, and Follow up) just from this pop-up window - not from the whole Sales Path!

So when a user wants to mark 'Closed' as the current Stage, only the 'Won Opportunity' and 'Lost Opportunity' are shown. (This is just a translation for 'Closed Won' and 'Closed Lost', respectively)

 

Is this possible to configure? So no code/screen flow are the options. I'm not developer and I should do it just by simple setup - if possible...

 

Thanks!

#Sales Path #Guidance Paths #Opportunity #CRM Configuration

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