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Sales Process - Updating current stage combo box

Last post 08-04-2009, 8:21 AM by Andrew Grandin. 0 replies.
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  •  08-04-2009, 8:21 AM 1976

    Sales Process - Updating current stage combo box

    Currently our sales processes are set up so that once you have completed all the steps associated with a stage the 'Stage' combo box will then update by displaying the next stage in the sales process.

    For example, once all 3 steps of stage 1 have been completed the combo box will then display stage 2 etc.

    However, the majority of the time only 1 or 2 steps in a stage need to be completed so i am trying to get the combo box to update the stage when an activity in that stage is clicked.

    For example, i only complete 1 step out of 3 in stage 1, then i click a step in stage 2 and need the combo box to then display stage 2 as the current stage.

    I hope ive explained it ok. Any help would be greatly appreciated thanks. Big Smile
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