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Suggested Answer
pegineb asked a question on 11 Apr 2014 11:28 AM

Hello-

I have 2000 Closed Won opportunities that I need to update to display a different status reason.  I tried via import to change the field with no success.  Am I not able to change the field because the opportunity is Closed Won instead of Open?

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Suggested Answer
Guido Preite responded on 12 Apr 2014 6:00 AM

Hi,

Closed opportunities can't be updated, they need to be opened, change the value and closed again.

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Suggested Answer
Surmeet Singh responded on 15 Apr 2014 4:35 AM

Hi PEGINEB,

The Opportunity needs to be opened and then only the Status Reason can be updated which can impact the reports and the goals for the Salespersons and other users.

Don't go for the change instead take this up for next quarter so that reports are correct and if needed work out  the changes that might be needed in report.

Please mark my answer as correct if you find so.

Regards,

Surmeet Singh

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Suggested Answer
Marco Di Lorenzo responded on 15 Apr 2014 5:43 AM

Hello Pegineb,

you can to use a on demand workflow to perform this.

Thank you, let me know please.


Marco - LinkedIn

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Suggested Answer
Marco Di Lorenzo responded on 15 Apr 2014 6:00 AM

Hello,

I just tried it and it works perfectly...

Thank you, let me know please.


Marco - LinkedIn

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Suggested Answer
Guido Preite responded on 12 Apr 2014 6:00 AM

Hi,

Closed opportunities can't be updated, they need to be opened, change the value and closed again.

Reply
Suggested Answer
Surmeet Singh responded on 15 Apr 2014 4:35 AM

Hi PEGINEB,

The Opportunity needs to be opened and then only the Status Reason can be updated which can impact the reports and the goals for the Salespersons and other users.

Don't go for the change instead take this up for next quarter so that reports are correct and if needed work out  the changes that might be needed in report.

Please mark my answer as correct if you find so.

Regards,

Surmeet Singh

Reply
Suggested Answer
Marco Di Lorenzo responded on 15 Apr 2014 5:43 AM

Hello Pegineb,

you can to use a on demand workflow to perform this.

Thank you, let me know please.


Marco - LinkedIn

Reply
Surmeet Singh responded on 15 Apr 2014 5:47 AM

Hi Ondemand workflow will give an error that opportunity is already closed so no need for this.

Please mark my answer as correct if you find so.

Regards,

Surmeet Singh

Reply
Suggested Answer
Marco Di Lorenzo responded on 15 Apr 2014 6:00 AM

Hello,

I just tried it and it works perfectly...

Thank you, let me know please.


Marco - LinkedIn

Reply