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Topics#Sales And MarketingDomanda di Peter Brown
Peter Brown ha fatto una domanda in #Sales And Marketing
9 mag 2013, 14:19

How do I close an opportunity and categorize it as 'duplicate'?

I only see options for "won", "lost", and "shipped". 
2 risposte
  1. Subramanyam Meare (ADP)
    9 mag 2013, 14:29
    I would create a New picklist value for stage field as "Duplicate" to mark the Opportunities that are duplicate.

     

    To add new picklist value:- Go--Setup--Customize--Opportunity--Fields---Search for the Field "Stage" & click on it (Not Edit)----Click on New button & add Picklist value as "Duplicate".

     

    Regards,

     

    Subbu.
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