Opportunity Status

Posted by Rollbase User on 19-Apr-2010 13:59

How do I change the workflow status value on an opportunity away from the default? Do I just create a new field?

All Replies

Posted by Admin on 19-Apr-2010 14:28

First you need to create workflow status using Object View Page.

Than define your record's workflow: set of actions available for each particular status.

You can also change status directly by editing your record.

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