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Sales Opportunities and limitations

ShannonBH
Explorer
0 Kudos

Can I limit the Reasons seen in the Sales Opportunities Summary tab, so that way everyone can choose from the list instead of entering a new one reason each time? This is creating duplicate type information.

Accepted Solutions (0)

Answers (4)

Answers (4)

ShannonBH
Explorer
0 Kudos

Thank you everyone for your help. This has been answered.

former_member198649
Active Participant
0 Kudos

Dear Shannon,

if answered kindly closed

kothandaraman_nagarajan
Active Contributor
0 Kudos

Hi,

Please advise your current version. Its available in 9.1 version also.

Thanks

ShannonBH
Explorer
0 Kudos

Thank you everyone for your help. This has been answered.

kothandaraman_nagarajan
Active Contributor
0 Kudos

Hi,

Please refer below blog for closing thread.

Thanks

former_member198649
Active Participant
0 Kudos

Dear Shannon,

If I am not mistaken, you want this. SBO Version 9.2 PL-01

julie_jamieson2
Active Contributor
0 Kudos

I don't think this is possible in the current releases Shannon