Default "opportunity" business-logic

[azso]

Could you pls explain - what major different between sale_stage = close*.* and other stage in opportunities logic?

I found only predefined filter in pipline-dashlet wich show only non-closed opportunities.

[Angel]

Close means the business opportunity is over, either you got the business or you didn't.

The other stages are interim points relating to your evaluation of the situation, usually based on your business processes. For example, "Proposal" would indicate that you've actually reached a point in your dealings with that potential customer that requires you to send them a formal proposal or quote on the business at hand.

[azso]

Thank you - it's clear. I want to know have the Sugar different processing for different stage or no?

if i add any stage (for example close-win, close-lost, close-other) did i need make changes in any other points?

[JVWay]

The built-in stages map to probability percentages in the system. If you add your own and want them to have their own percentages you would need to achieve some customization.

Do this by creating, or copying the existing from Sugar core, a custom/include/language/en_us_lang.php file and modifying the following section to match the fields you add:

You can see here I've changed some of the items like 'M.A.N.' (Stands for Money, Authority, Needs) and Solution ID/ Won (Internal bull)

$GLOBALS['app_list_strings']['sales_probability_dom']=array (
    'Prospecting' => '10',
    'M.A.N.' => '25',
    'Proposal/Price Quote' => '50',
    'Negotiation/Review' => '80',
    'Solution ID/Won' => '90',
    'Closed Won' => '100',
    'Closed Lost' => '0',
);

[azso]

ok, thank you

[susiewilliams]

Jerry, you don't need to drop in to the code to change this. Just log in as Admin, go to the dropdown editor, and edit the "sales_probability_dom" area to modify the probabilities or to assign ones to your custom sales stages. To add or change sales stages, edit the values in "sales_stage_dom" in that same dropdown editor.

[roblaus]

There might be somebody on the line. Learned something today...