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Lead to Opportunity Stage Rename RRS feed

  • Question

  • Hi,

    I want to change process stage headings in below format.

    And for this i have crated new business process and have done the changes as per. but its only working when i click on new lead insert.

    Its nor working for the contacts which are previously saved in crm.

    ex.

    How to set old contacts process to new business process. or how it will show like first image process for all contacts,

    Thanks,

    Ketan.

    Monday, July 21, 2014 6:41 AM

Answers

All replies

  • Solved.
    • Marked as answer by Ketan Pimple Monday, July 21, 2014 12:08 PM
    Monday, July 21, 2014 12:08 PM
  • Hi Ketan,

    Would you mind posting the solution, if it's not a big hassle for you?


    Admin QuikView Solution for CRM 2013


    Monday, July 21, 2014 12:10 PM
  • Hi Dynamotion,

    Please see the sales category, i have selected the appropriate sales stage.Before you have to change the Opportunity Stages same and then you can select the same names to sales category and it will reflect to all contacts.

    See below screen shot.

    Tuesday, July 22, 2014 6:26 AM