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Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Missing ability to change status of sales opportunity

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Posted on by

I used to be able to change the status of a sales opportunity by clicking the down arrow on the user profile: 

Recently that option disappeared. Any idea how we make this option re-appear?  

  • Inogic Profile Picture
    Inogic 436 on at
    RE: Missing ability to change status of sales opportunity

    Hi,

    To make the Status Reason option reappear again, follow the steps mentioned below

    1. Log in to Power Apps at https://make.powerapps.com.

    2. Select the environment and click on the solution in the left navigation pane.

    3. Now click on Default Solution.

     2Power-Apps.jpg

    4. Click on Tables in left navigation pane.

    3Power-Apps.jpg

    5. Select Opportunity table -> Select Forms ->  Click on Main form.

    4Power-Apps.jpg

    6. Select section on Form on which you want to add Status Reason field and Click on Save and Publish button.

     

    7. Once it is Save and Publish, Status Reason field will appear on form.

    Hope this helps.

    Thanks!

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