Introduction
The Opportunity Status and Stage Change directly from the Lead Management (LM) Profile feature empowers users to seamlessly modify opportunity stages directly from the lead profile and, in turn, update the opportunity status as per the opportunity stage mapping.
Use Cases
- Efficient Stage Management: Easily update the stage of an opportunity without navigating to different sections.
- Real-time Status Updates: Witness instant changes in the opportunity status based on the selected stage.
- Streamlined Workflow: Enhance the user experience by eliminating the need for multiple clicks to modify opportunity details.
Pre-requisites
- Users should have the necessary permissions to edit opportunity stages.
- The opportunity stage mapping as it directly impacts the opportunity status.
How Does it Work?
- Navigate to the Lead Profile.
- On the Lead Manager profile, an edit icon will be visible next to each opportunity stage of an Opportunity.
- Clicking on this icon allows you to select a new opportunity stage from a dropdown menu. Once a stage is chosen, the opportunity status is automatically adjusted according to the predefined mapping rules.
Uses
- Time-Saving: Modify opportunity stages directly from the lead profile, saving clicks and time.
- Automatic Status Updates: No need to separately update the opportunity status; it's handled seamlessly based on the selected stage.
FAQs
Why can't I see the edit icon next to the opportunity stage?
- Ensure that your user role has the required permissions for editing opportunities.
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