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New Member
Posts: 2
Registered: ‎10-21-2010

How Opportunity Stage works in Saleslogix Ver 7

Greetings! Hope you are all well.

 

I am new in Saleslogix development and just for 7 monhts using it and no formal training.  Most of the time i am just relying here on a forum like these.. and  do some research on my customization and modification of our existing plugins..  Now I'm facing new challenge, just want to know how the Opportunity Stage works? Currently when i'm doing sample opportunity related for one account.. the default stage is unknown.. or no stage at all.. how the stage works? is it manually inputed by the user or is it automatically changing?  Please If you can give me some pointers or some link, materials that i can read more.. these will be v ery helpful for me.. thank you and more power..

 

Rman

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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: How Opportunity Stage works in Saleslogix Ver 7

Opportunity Stage is driven by the Sales Process assigned to the Opportunity. 

 

If you are not using Sales Process(s) then some people customize Opportunity to populate the Stage w/the Opportunity Status value.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
New Member
Posts: 2
Registered: ‎10-21-2010

Re: How Opportunity Stage works in Saleslogix Ver 7

Hi Rj,

 

Thank you for the hints... I will do further testing and hopefully this will work..

 

Many thanks and more power!

 

Rman