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How to assign Task stages on tasks linked to lead/opportunities only

on 1/30/15, 10:52 AM 818 views

Hi all,

I have a situation in our system that Sales team is using tasks under opportunities and technical team is using tasks on projects. The issue we have relates to tasks on Opportunities. When the task is assigned only to opportunity it is in "undefined" stage and does not have stage steps in the status bar. How this can be fixed?


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Asked: 1/30/15, 10:52 AM
Seen: 818 times
Last updated: 3/16/15, 8:10 AM