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Track Opportunity Stage on Activities
Understand which activities are happening at each stage of your sales cycle
- Business Need
- Forecasting
This app allows you to track and analyze how many and what kind of activities are being logged at each stage of your sales cycle. Know where your sales team is spending their energy and which activities are really moving deals forward.
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Opportunity stage changes on all Activities
The opportunity for the historic activities changes whenever I update the stage and then create a new activity? Is it not supposed to keep the historic stage value with the relevant activity at that point in time?
Question On the Stage Field In The Activity Screen
Love this feature. One question. Can the stage field be changed on the Activity screen from one opportunity stage to another? Or is this just a read only field?
Hi Aundrea, the short answer is it's up to you! I imagine people will generally want to make this field read-only so end users can't tamper with the data, but you can control the Field-Level Security to make it editable for everyone, read-only for everyone, or mix and match on a profile-by-profile basis. Note that System Admins will always be able to edit even read-only fields. Please let me know if you have any other questions!