Opportunities

[Guest]

Under opportunities when you select “closed won†it locks the standard BCM
fields so they cannot be altered, can the feature be applied to the fields i
have created? – on the same page as currently it does not lock my new fields

 

[Lon Orenstein]

This sounds like a bug, Gordon. Let's hear what the BCM Team says...

Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com

 

[Raul]

Hi Gordan

This does not appear to be a bug. When you select Closed Won or Closed lost
it basically mean you have closed the opportunity. In that case the options
you have will be unavailable as you have sealed the fate of the business
transaction