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Discuss Pipeline Management
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1
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How to change Opportunity Status from Open to Closed
When I use the "Close this component" checkbox I get an error.
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replies2,224
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Viewing 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...
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Can 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
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3
replies1,306
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Addiding 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...
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reply1,353
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Help 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...
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Search 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...
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replies1,364
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Activity 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...
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replies1,379
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Hiding fields in 'excess'
In some modules (specially the pipeline) there are some fields that my people consider in excess (not applicable to our business)....
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reply1,305
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Lead 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...
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reply1,762
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Activity
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...