×
INTELLIGENT WORK FORUMS
FOR COMPUTER PROFESSIONALS

Log In

Come Join Us!

Are you a
Computer / IT professional?
Join Tek-Tips Forums!
  • Talk With Other Members
  • Be Notified Of Responses
    To Your Posts
  • Keyword Search
  • One-Click Access To Your
    Favorite Forums
  • Automated Signatures
    On Your Posts
  • Best Of All, It's Free!

*Tek-Tips's functionality depends on members receiving e-mail. By joining you are opting in to receive e-mail.

Posting Guidelines

Promoting, selling, recruiting, coursework and thesis posting is forbidden.

Students Click Here

Actual Revenue Vs Estimated Revenue in Closed Opportunities

Actual Revenue Vs Estimated Revenue in Closed Opportunities

Actual Revenue Vs Estimated Revenue in Closed Opportunities

(OP)
Hi!
I have a sales process and the in the last stage after the user completes a task the rule says to change the status of an opportunity to "WON"

But...when I go to My Closed Opportunities view, in the list at Actual revenue it is blank.
The opportunities closed manual have the Actual Revenue data.

Can you please help me on this?


RE: Actual Revenue Vs Estimated Revenue in Closed Opportunities

When you close an opportunuty as Won manually you have to enter actual revenue on a new dialog. Change the status to won bypasses this dialog.

John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
MBS Certified Master–Applications for Microsoft Dynamics CRM
MBS Certified Master–Installation & Configuration for Microsoft Dynamics CRM
Crowe Chizek and Company LLC
http://www.crowecrm.com

Red Flag This Post

Please let us know here why this post is inappropriate. Reasons such as off-topic, duplicates, flames, illegal, vulgar, or students posting their homework.

Red Flag Submitted

Thank you for helping keep Tek-Tips Forums free from inappropriate posts.
The Tek-Tips staff will check this out and take appropriate action.

Reply To This Thread

Posting in the Tek-Tips forums is a member-only feature.

Click Here to join Tek-Tips and talk with other members! Already a Member? Login


Close Box

Join Tek-Tips® Today!

Join your peers on the Internet's largest technical computer professional community.
It's easy to join and it's free.

Here's Why Members Love Tek-Tips Forums:

Register now while it's still free!

Already a member? Close this window and log in.

Join Us             Close