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Former Member
Oct 06, 2016 at 11:45 AM

defaults for sales phase, sales cycle and category dependent on sales unit

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Hello together,

on the opportunity mask there are the fields sales phase, sales cycle and category.

Is it possible to set defaults for these fields dependent on the sales unit?

For example:

If the sales unit is "a", the sales phase should be "quotation", sales cycle "general opportunity" and category "1".

If the sales unit is "b", the sales phase should be "identify", sales cycle "specific opportunity" and category "2".

Thanks and regards Kathrin

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