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?
Closed opportunities can't be updated, they need to be opened, change the value and closed again.
My blog: www.crmanswers.net - Rockstar 365 Profile - Follow me on Twitter
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.
you can to use a on demand workflow to perform this.
Thank you, let me know please.
Marco - LinkedIn
I just tried it and it works perfectly...
Hi Ondemand workflow will give an error that opportunity is already closed so no need for this.