Under opportunity module, because we sell different products we can have different sales stage, how do I show different sales stages for different opportunity product?
I would also love to hear what other business user implemented? Some suggested to use broad definition of sale stages; but what if my user of a certain department wants granular tracking: 1) In Progress - Pending Doc 2) In Progress - Pending Credit 3) In Progress - Pending Review
*This post is locked for comments
It depends upon the number of stage and products combinations you have. You can use different process flows based on the product selected. I would suggest creating a configuration entity in which you can store the combinations of products, process flows and stage name. When the product is added, search the configuration using product and set the BPF and appropriate stage.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (