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About the automatic setting of Sales Stage

in Sales 2 comments

Content (please ensure you mask any confidential information):

When setting up an opportunity, I think the Sales Stage of the Sales Method is set as follows by default.

01 -Qualification
02 -Opportunity
—-
06 -Negotiation
07 -Closed

At the bottom of the list, I added the following.

Name:08 - LostOrder
Phase:D - Lost deal
Status:Lost

After that, when I set the status to WON on the opportunity record, the Sales Stage automatically became "08 - LostOrder".
This is probably because when the status is set to WON, the lowest Sales Stage is automatically selected.
You can get around this by changing the 08 to a different position, but you'll need to put LostOrder at the bottom as a request.

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