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Thread: drop downs under opportunity

  1. #1
    seemabhoi is offline Sugar Community Member
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    Default drop downs under opportunity

    Can any one please explain all the drop downs under opportunity. if you can explain what is prospecting, qualification, closed lost etc....

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: drop downs under opportunity

    Please have a look into application guide, especially chapter "Opportunities Module".
    Sugar Community Edition Documentation | Open Source Business & Social CRM - SugarCRM
    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

  3. #3
    seemabhoi is offline Sugar Community Member
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    Default Re: drop downs under opportunity

    Thanks that was helpful. Can you further guide me to understand why modules are being repeated under each tab?

  4. #4
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: drop downs under opportunity

    There are two subsections in admin section where this can be configured:

    1) "Display Module Tabs and Subpanels"
    Here you can select which modules can be shown as tabs or subpanels. Hidden modules are not visible.

    2) "Configure Grouped Modules"
    Here you can group modules into tabs ("group") and subpanels (see screenshot). You can add new groups/tabs or remove the existing. It's your choice where and how often the modules occur. Per default some of the modules are put into multiple groups, depending on the relevance of the modules to Sales, Marketing, etc.
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    Stefan Ulrich Sauer
    System Analyst

    Devoteam Danet GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.de

  5. #5
    seemabhoi is offline Sugar Community Member
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    Default Re: drop downs under opportunity

    Where can I find this configure group module?

  6. #6
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: drop downs under opportunity

    Log in as admn
    Go to Admin > Configure Grouped Modules

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    André Lopes
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