C clay_towny Member Jul 31, 2020 #1 Jul 31, 2020 #1 I would like to change the drop down list for stage in opportunities. Is this possible and if so how do I do this?
I would like to change the drop down list for stage in opportunities. Is this possible and if so how do I do this?
mhalper2000 Administrator Aug 1, 2020 #2 Aug 1, 2020 #2 You can edit most of the drop down menus that are displayed throughout the CRM by going to this page in the Settings area - https://salesscripter.com/pro/crm/settings/dropdowns On that page, you will see a section for "Stage" and if you expand you will see all of the default sales process stages. If you edit or change this list, you will then see your changes in the opportunities page for the stage drop down button.
You can edit most of the drop down menus that are displayed throughout the CRM by going to this page in the Settings area - https://salesscripter.com/pro/crm/settings/dropdowns On that page, you will see a section for "Stage" and if you expand you will see all of the default sales process stages. If you edit or change this list, you will then see your changes in the opportunities page for the stage drop down button.