Bulk Materials Ideas

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Search results: Sales Documents

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Change automatic behavior of JOBS program Job Stage: Won/Loss

From our Sales Users in Apex 6: Job Sales Stage works fine when going from Pending to Quoted. The problem is when Won and Loss stages automatically change. There are too many variables to determine Won/ Loss stages automatically. For Example, if w...
Justin Higdon almost 5 years ago in Sales Documents 0 Reviewing