Discuss Pipeline Management
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viewsHow to change Opportunity Status from Open to Closed
When I use the "Close this component" checkbox I get an error.
viewsViewing complete Pipeline
I just assigned one of my opportunities to my partner and now my pipeline report does not include it. This is really irritating...
viewsCan one opportunity have two or more contacts
Hi, Can anybody please let me know how to link more than one contact to a single opportunity. Thanks in advance, Anuradha
viewsAddiding new fields to an opportunity
Hi, I need to add some new fields to an opportunity such as who the competition is, whether they have budget, etc. From my...
viewsHelp needed to import opportunities from external sources
Hello all, We are trying to insert opportunities from external sources such as from csv files and database. We couldn't find an...
viewsSearch for open items lists a couple closed items too?
Version 3.1, OS Solaris When searching for Open Opportunities (all users, all types, all stages) there are a couple that return in...
viewsActivity Access Problem?
A tricki problem occured to us (3.1, OS, Fedora): User A is a manager to user B. Both of them have a full access to all...
viewsHiding fields in 'excess'
In some modules (specially the pipeline) there are some fields that my people consider in excess (not applicable to our business)....
viewsLead contact details
After entering a lead is there any way to view/modify the contact details of that lead without promoting them to a full on...
Unless I'm missing it, there is nowhere to schedule Activities (e.g. Calls for you team to make etc). You can enter an Activity...