Results 1 to 2 of 2

Thread: How to 'retire' opportunities and remove them Opportunities List

  1. #1
    salient is offline Junior Member
    Join Date
    Feb 2010
    Posts
    1

    Default How to 'retire' opportunities and remove them Opportunities List

    Once an Opportunity is 'lost' how does one convert it from an Opportunity to a non-current stage so that it no longer appears in the Opportunity List of current opportunities?

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: How to 'retire' opportunities and remove them Opportunities List

    This is better handled by means of the search interface. If you are more concerned with Opportunities whose stage is set to "Qualified," for example, use the search feature to only search for those records. All other opportunities would be ignored and omitted from display. The end result is that unless you specifically search for all opportunities or "Lost" ones, they wouldn't show up in your ListView.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 9
    Last Post: 2008-10-28, 02:57 PM
  2. Replies: 3
    Last Post: 2008-08-06, 09:50 AM
  3. Opportunities/Emails List
    By emmettPower in forum Help
    Replies: 0
    Last Post: 2007-10-15, 12:42 PM
  4. How to list opportunities WITHOUT closed ones
    By rodrigoleite in forum Help
    Replies: 1
    Last Post: 2007-04-10, 08:51 PM
  5. Opportunities list with colours
    By nextboat in forum Feature Requests
    Replies: 0
    Last Post: 2006-01-27, 12:55 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •