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Process/Stage field in Opportunity Layout Design

Astute Commentator
Posts: 3
Country: USA

Process/Stage field in Opportunity Layout Design

[ Edited ]

Act! Premium Plus Version 20.1.120.0, Update 7

 

I am in the Layout Designer for an Opportunity Detail view. I would like to edit the field listed as "Stage (Process and Stage)" This seems to be a composite field made up of 3 labels and 2 drop downs. Is there a way to edit a composite field like this?

 

Employee
Posts: 372
Country: USA

Re: Process/Stage field in Opportunity Layout Design

It only accepts minor cosmetic changes as shown in pic:



2018-09-07_1429.png

Nickel Super Contributor
Posts: 831
Country: USA

Re: Process/Stage field in Opportunity Layout Design

If you're looking to edit what's in the stages, you would use the define fields tool.  If you're looking to change the layout, what Carl said above is correct.

 

To edit the processes/stages:

 

  1. Click Tools>Define Fields
  2. Select Manage Process List
  3. You can create, edit, or delete processes from this window

 

Billy Clark
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P: 800-857-0558 x334
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