Skip to main content

In the opportunities window, under status, in the 'lost to' field , is it possible to assign a set of values to this field that automatically apply to every opportunity that you create. So far it seems that the only way I can get values into the drop-down menu is to define them for each opportunity under the competitors field. We always have the same companies that we are up against, so it would be much quicker if they could be defined globally. Can anyone help me with this?
Thanks
Original Post

Replies sorted oldest to newest

Add Reply

Post
LEGAL INFO
CONTACT US
Copyright 2007-2018 Advoco Solutions Ltd. All Rights Reserved.
×
×
×
×
Link copied to your clipboard.
×