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Look up Opportunities By Stage

New Member
Posts: 15
Country: New Zealand

Look up Opportunities By Stage

When I do a Lookup>Opportunity>LookinThisField>Stage> .       The sales stage process stage Fields are not visible i.e blank. Why is this. Is my database corrupt. Cheers Speros M
New Member
Posts: 6
Country: India

Re: Look up Opportunities By Stage

it's not clear what you mean blank. you cannot have a sales stage that is blank, if you have defined a sales process.
With Regards.

Gopinath Narayanan
Belladonna IT | Bangalore | India
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Look up Opportunities By Stage

It sounds like you are expecting the field dropdown. The dropdown in that dialog shows previous (called Most Recently Used) lookup items, not the dropdown for the database field. Type in the first few letters of the stage name and it will find the corresponding records. You might also look at the Opportunity List View which will show your opportunities and allow you to filter the list for specific items.
 
 
Roy Laudenslager
Techbenders
 
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com