P
PeterO
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?
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?