Can any one please explain all the drop downs under opportunity. if you can explain what is prospecting, qualification, closed lost etc....
Can any one please explain all the drop downs under opportunity. if you can explain what is prospecting, qualification, closed lost etc....
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
Thanks that was helpful. Can you further guide me to understand why modules are being repeated under each tab?
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.
Stefan Ulrich Sauer
System Analyst
Devoteam Danet GmbH
Gutenbergstraße 10
D-64331 Weiterstadt
Germany
email: Stefan-Ulrich.Sauer@devoteam.com
http://www.devoteam.de
Where can I find this configure group module?
Log in as admn
Go to Admin > Configure Grouped Modules
Regards
André Lopes
DevToolKit / Project of the Month - June 2009
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