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Sales Process 
Posted: 07 Aug 07 1:27 AM
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I have a question in Sales Process.
While configuring Sales process, I am supposed to show the opportunity name in that step such as "Proposal for XYZ corporation". Can anyone please tell me if this is possible? If so, how to achieve it?
Thanks,
Rekha |
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Re: Sales Process
Posted: 07 Aug 07 2:59 PM
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It is possible but would require some digging and some coding.
The Sales Process is defined in an XML document stored in the Plugin table.
When you link it to an opportunity, the XML is parsed and loaded into a table that contains rows for the Stages and Steps.
You can find the exact place where the Steps are being stored into the table and add the necessary code to change the text that you store on the DB.
The script that you would be modifying is the SP_SalesProcesFunctions. Look at the InitSalesProcess function.
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Re: Sales Process
Posted: 08 Aug 07 3:51 AM
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| Thank you very much for your help... I will dig into it and find out how to do it.. thanks... |
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