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Changing the labels and drop down values in Opportunity

Mar 10, 2017 at 02:23 AM

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Hello guys,

I was wondering how can I change the labels in creating a new opportunity and also change the drop down values in Sales Phase? I’m attaching an image so you can see.

Regards,

Nico

opportunity.jpg (42.0 kB)
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Best Answer
Saurabh Kabra
Mar 10, 2017 at 05:12 AM
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Hi,

To Change the label please use KUT tools as mentioned in following Video;

https://www.youtube.com/watch?v=GP7oLXy5pwk

For Sales Phase Code please refer to Fine Tunning Activity 'Sales Cycles and Phases' in Implementation projects. I have attached the snapshot for your reference:

sales-cycles-and-phases.png

maintain-and-assign-to-sales-cycle.png

Thanks

Saurabh


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