11-13-2014 09:21 AM
I am trying use opportunity tracking. I have set up opportunities. I have also set up "opportunity stages" using administrator.
I cannot see where to use the "opportunity stages". Do I have to first set up a product and assign stages by product? if so, what are the "opportunity stages" used for?
11-13-2014 09:40 AM
Opportunity.Stages field is used to store the SalesProcess Stage.
You need to:
Design your SalesProcess(s)
Users assign to an opp..
SalesProcess Stages/Steps are in the SP tab in Op.
It's all in the Help files.
11-14-2014 09:49 AM