12-07-2008 02:43 PM
How do I set up a new field for Opportunities so I can define the market segment and then sort by this? I would also like to do the same for my Tasks.
I was able to add new fields in the Company section under "Industry" which is the same as my market segment but I cannot find a way to use the "Industry field to sirt under opportunities or Tasks. I wold have assumed that since an opportunity and task was associated with a company I thought I would be able to sort by this.
I also added a new field called market segment with drop down menus under "Contacts" but this still does not allow me to sort the opportunities or tasks.
After creating a drop down menu and then trying to add a field under "opportunities" there are 7 open fields but when I click on this to add a field it will not allow me to "create" a new one.
Any suggestions would be very welcome.
Thanks,
Mark
12-10-2008 09:05 AM
You cannot add or edit opportunity fields. You can use one of the opportunity user fields.
With the Premium product, you can rename the opportunity user fields.
12-10-2008 09:05 AM
You cannot add or edit opportunity fields. You can use one of the opportunity user fields.
With the Premium product, you can rename the opportunity user fields.