Quote Current Stage

ERP 10
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1

Can someone explain where I can find the answer to…
What determines the Current Stage of a Quote. The field description says:

Describe the type of Quote this is.
LEAD = Lead
OPPO = Opportunity
QUOT = Quote
/
But I can’t figure out how the value is determined. When does a Lead become an opportunity?

Thanks for the help

2

I believe when you Quote.

3

That is controlled through the tasks. When you create the workflows and tasks, you set what stage each task is and as they get completed and move onto the next task the stage will change.

1 Like
4

Very helpful. Thanks