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History not recording Closed Opportunity

BBB
New Member
Posts: 1
Country: Canada

History not recording Closed Opportunity

When I close an opportunity (lost), it does not show up in the history under the Company.  When I print the company history report, it does not show that the opportunites were closed?

 

Help?

 

BBB

Copper Elite Contributor
Posts: 336
Country: USA

Re: History not recording Closed Opportunity

The way the Opportunity table is now it's own entity, the default history recording is linked/shared with the Opportunity.  You can view the Opportunity on the Company table and see the status there.  If you want to see the history on the Company for the Closed Won history item, you'll need to open the history item on the Opportunity and in the Share With field, click on the box next to it and add the Company.

 

 

Kris Lock
Inside Sales Manager/ACT! Certified Consultant
Technology Transfer Services
www.techtransfer.com
www.myodesie.com