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I am wanting to change the order of my stages of my sales pipeline display
I need it to be the following:
Qualify
Needs Assessment
Propose
Selection
Sign
Inservice
Sending
Does anyone have any suggestions/solutions
*This post is locked for comments
Hi,
Check this thread-
community.dynamics.com/.../152796
I hope this helps. If my post answers your question, please mark as "Verified".
1. Create a new solution
2. Add the chart you want to modify
3. Edit the Customization xml
4. Add the below line in inside the entity tag
<entity name="Opportunity"?
<order alias="stepname" ascending="true" />
</entity>
for all Chart question go take a look at the crmchart guy :) crmchartguy.wordpress.com/.../funnel-charts-in-dynamics-crm
Try changing the names of the stages in the Stage Category option set as follows.
01-Qualify
02-Needs Assessment
03-Propose
04-Selection
05-Sign
06-Inservice
07-Sending
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ScottDurow 2
