With the Accpac 6.0 integration and SageCRM 7.0 when promoting quotes into orders. We can close the opprotunity.

The Stage is being updated to 'Sales Agreed' and the Satus to 'Won'. But the workflow stage is not updated. Someone can change teh values by selecting a workflow Action.

My suggestion is to have the possibilty to personnalise the value for the workflow stage, and also the values of the opportunity when promoting a quote into an order.

by: Stéphane S. | over a year ago | Customer Mgment (CRM)