Stage Change

From Apps for Creatio
Revision as of 06:50, 17 December 2024 by CreatioWikiSysop (talk | contribs)

This page explains how to allow users to modify the stage (outside of workflow/process) in Accelerator.

If you have a strict process then you should not enable this.

The instructions below are for a "Supervisor" user to implement and assumes you know Creatio.

1. Navigate to the "UsrLicensedUsers" lookup

2. Create 2 boolean type fields

  • Usr_cases_stage
  • Usr_lead_stage
  • usr_opportunitiy_stage

3. These fields will then show up in the user admin area and can be controlled from there