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C4C Opportunity Status Code List Restriction

We are looking to see if there is a way to have all of our Opportunities set to In Process to and not Open. This will be a way to eliminate a status change as our sales force only puts in C4C Opportunities they are actively working on.

We tried to do this via code list restrictions however our changes have not overridden standard.

Does anyone know if this is not a capability of C4C or if there is another way to do so?

Thanks!!

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  • Posted on Apr 27, 2019 at 03:55 AM

    Dear Denise,

    You can set your Initial status in your Opportunity fine tuning=> Custom status as In process or you can just rename the open status to In process.

    If Open is marked as Initial status , CLR will not be able to set the same to any other status.

    Best Regards,

    Arun

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  • Posted on Mar 30 at 12:00 PM

    Hi Denise,

    You can try using the workflow rules, for the object opportunity at create stage, you can choose option Action -> Set as in Process, attach a short example.

    Hope it helps,

    Voicu


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