SedonaSetup Application Sales Management Setup Tables/Options
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Purpose: |
To define the list of Statuses to be used on a Prospect or Opportunity record which describe where the Prospect is in the Sales cycle. |
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Prerequisites: |
None |
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Required or Optional: |
Required if using Prospects |
Sales Statuses are used on both the Prospect and Opportunity records. These codes describe where the Prospect or Opportunity is in your sales cycle. This field is updated by the user manually throughout the sales cycle. Before resolving an opportunity, change the status to indicate the outcome of the quote. This field is for reporting purposes and is also used as filter on the Prospect and Opportunity queue.
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