05-26-2011 05:38 AM
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..
05-26-2011 06:53 AM
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.