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Everything Else
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December 9, 2020 11:43 pm
In Opportunities page it has two button Close As Won and Close As lost
they both Opens the Detail dialog box that allow select Reason for Close.
I can see these in Automation Steps and change the values. However the result is not reflect on the Detail tab.
any idea to customize this combo box values?
1 Reply
December 10, 2020 10:30 pm
figured out how to make it work.
Automation Step is not capability to modify this list.
it has to do it in Customization Project.
check this thread.
https://www.augforums.com/forums/everything-else/adding-close-as-lost-reasons-for-opportunities/
thanks @Patricia Batisti