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Kevin K が「#Sales And Marketing」で質問
On our assets, we have related opportunities.  We want to have a tickbox that is ticked if the stage of the opportunity is invoiced (or negotiation and invoiced).  How/Where can we create this rule?

 

Thanks
5 件の回答
  1. 2013年7月2日 8:59
    Since each Asset will have a single Opportunity (you can't define a Master-Detail between Assets and Opps), use @Sunil's idea and create an Asset custom formula field of type 'checkbox' (Setup->Customize->Assets->Fields)
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