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Thread: Is it possible to classify opportunities ?

  1. #1
    sugarnova2011 is offline Junior Member
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    Default Is it possible to classify opportunities ?

    Say a company has 3 business activities: strategic consulting, fund-raising and training.
    This would be useful to structure the opportunity stream with theses three business activities. Is this possible in Sugar CRM ?

    (being able to view only opportunities related to one activity, to have a pipe overview by activity, etc.)

    Thanks for your answers !

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Is it possible to classify opportunities ?

    If you don´t use the field "Lead Source" you can customize this dropdown according to these activities, so you can generate charts without further customization.
    If you really use this field so you will need to create this new dropdown and create related charts.

    Cheesr
    André Lopes
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