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Sales Pipeline Report / Source Data Attributes (Fields) RRS feed

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    The standard Sales Pipeline Report is organized by Sales Stage and also references Sales Process.  What is the source of these arrtibutes?  The Opportunity Entity includes a Pipeline Phase (Stepname), a Process Code (Salesstagecode) and a Step (Stepid), but Sales Stage and Sales Process are not attribures of that entity.

    Wednesday, August 31, 2011 8:29 PM

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    They are legacy. You can populate the sales stage and process via a workflow but, frankly, I would abandon them (along with the report) and use other fields, along with things like the 2011 dashboarding.

    Regards,

     

     

    Leon Tribe

     

     

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    Friday, September 2, 2011 1:09 AM