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Discuss Pipeline Management
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Converting Leads (linked Contacts and Opps) into Accounts
You can create Leads with contacts and opportunities linked against them plus Activities etc. When you now want to convert them...
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Pipeline screen doesn't work on Linux - Solution
Hi, I ran into a problem where i couldn't run Centric on tomcat/linux because i was getting errors of the following sort: The...
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5
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Renaming pipeline opportunity gives error
When I click on one of my opportunities in the pipeline and click the "Rename Opportunity" button, I get an error: The included...
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4
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Sorting on the Pipeline homepage
How is the list of my opportunities sorted? It doesn't seem to have any order, not by size, name, chronology, account or anything...
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pipeline lifecycle...
Hi, I was wondering if there is any documentation or if someone could provide me with a little guidance on the lifecycle of an...
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Activity Contacts?
A user wants to Add an Activity to an Opportunity, but there are no available Contacts in the Contact dropdown list. The user has...