Stages: Difference between revisions

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to do...about how stages work
==== Stages/States are used in entities ====
* Leads
* Opportunities
* Cases
 
All stages from the relevant lookups are displayed
 
The stage lookups used are
 
* Leads (stage)
 
'''qualifystatus'''
 
* Opportunities (stage)
 
'''opportunitystage'''
 
* Cases (status)
 
'''casestatus'''
 
 
 
==== NOTE ====
This feature is disabled by default.
 
It must be enabled as per
 
[[Stage Change]]

Latest revision as of 12:55, 17 December 2024

Stages/States are used in entities

  • Leads
  • Opportunities
  • Cases

All stages from the relevant lookups are displayed

The stage lookups used are

  • Leads (stage)

qualifystatus

  • Opportunities (stage)

opportunitystage

  • Cases (status)

casestatus


NOTE

This feature is disabled by default.

It must be enabled as per

Stage Change