Hello,
I would like to bulk close multiple opportunities at once and update their status to 'lost' in one shot as well as the 'reason code' to indicate why they were lost (e.g. due to pricing). I therefore created a field 'reason code' on the opportunity close entity. When setting up the workflow for bulk closure though, I am not able to define in the properties the 'reason code'... Can anyone tell me how I could solve this and make sure that this field can be defined in the workflow as well?
#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 (