Opportunities - SALES STAGE

G

Guest

I want to edit the list for SALES STAGE on the General page of an Opportunity
to add my own named "Closed No Bid" and when I select it, have it operate the
same as "Closed Won" or "Closed Lost" - i.e. CLOSES the opportunity. At the
moment, if I add the new status, it acts like the other SALES STAGE options
such as "Prospecting" and the opportunity still appears in Views as an OPEN
opportunity. Can I do what I want or this one for the future?
 
G

Guest

Peter,
Thank you for your question. The current version of business contact manager
doesn't support such functionality for customized sales stages. Your
suggestion might be taken into account for the next version.

This posting is provided "AS IS" with no warranties, and confers no rights
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Tracking the history of Sales Stages 2
BCM user rights and modifying default views 3
Can I set up new sets of Opportunities 3
Recommendation for "Opportunities" window 2
Sorting selecting opportunities with specific "Product and service" items 1
Can I link a single project to multiple accounts / business contac 1
Opportunities. - reducing the list of displayed entries 2
How to move data to another worksheet depending on the criteria 7

Top