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Use of Status

edited Nov 22, 2019 10:27AM in CRM 1 comment

For a new sale (not to an existing customer), our sales team is in a situation where they have to manage a statuses in 3 separate places - Accounts, Opportunities and Quotes.

We are asking our reps to manage an opportunty and the Account Status does update when an opportunty is created and when a quote is generated, but for the stages beyond the quote we have to change it in multiple places.

Is there a solution?

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