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updating an Opportunity

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Copper Contributor
Posts: 41
Country: USA
Accepted Solution

updating an Opportunity

I am trying to update the Probability of a opp. When I do the, it does not change.

 

I have noticed that when I change it using the SDK and then update the opp, it changes the probalility, but after more updates it changes it back to the original value.

 

Has anyone else seen this?

 

Bob Lozinak

Bob Lozinak
Twelve/Three Marketing, Inc.
Software Developer

Accepted Solutions
Solution
Accepted by topic author boblozinak
‎03-03-2016 06:51 AM
Copper Elite Contributor
Posts: 81
Country: Canada

Re: updating an Opportunity

[ Edited ]

I believe the probability is based on the current selected "Opportunity Stage". You may set the probability manually, but if the user edits the opportunity themselves, Act will load the probability from the Stage and overwrite the existing value.

Ahsan Khalid

Chief Technology Officer
Keystroke Quality Computing Inc.
www.keystroke.ca

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Solution
Accepted by topic author boblozinak
‎03-03-2016 06:51 AM
Copper Elite Contributor
Posts: 81
Country: Canada

Re: updating an Opportunity

[ Edited ]

I believe the probability is based on the current selected "Opportunity Stage". You may set the probability manually, but if the user edits the opportunity themselves, Act will load the probability from the Stage and overwrite the existing value.

Ahsan Khalid

Chief Technology Officer
Keystroke Quality Computing Inc.
www.keystroke.ca

Copper Contributor
Posts: 41
Country: USA

Re: updating an Opportunity

Thank you! In some quick testing that appears to be it. I was banging my head against the wall trying to figure it out.

Bob Lozinak
Twelve/Three Marketing, Inc.
Software Developer