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I need to do an update to my opportunities table.  The fields I want to update are: Amount, ExpectedRevenue, CloseDate, and OpportunityStage (and OpportunityStageCategory), and ProbabilityPercent.  I did an export to CSV of all the fields in the opportunity table, updated the aforementioned fields with the correct info, and then ...

Hi, I want to change the wording "close date" to something else.  I don't want to change it's use, functionality, or anything else.  I just want those 2 words to read differently.  How can I do this so wherever it's used, is read different?  Thanks. Shaun

right, so i know how to create opportunity stages and have done so. why isn't my filter working. i followed your instructions: When you go back to your copy of the CRM_OpportunitiesList screen, in Step 3 of 9: Filters, make sure that for the filter for the field name OpportunityStageCategory, you select the filter ...

so if i already have all the stages added that i want (using the "..." button) and i follow the above steps, will i have duplicate stages? in order to filter, do the stages have to be added in the way you describe above (not using the "..." button).  As for creating the filter, i am following you instructions as above ...

I use online and don't have/need the app Method scheduling and Invoicing.  Is there no other way?

it doesn't sound like we are talking about the same thing.  i have already created all the opportunity stages i wants using the "..." button.  they are all there and i am using them. on the opportunities list screen in the top left it says "custom filter by view" with a drop down next to it.  i'm having ...

Thank you for your help. Question:  I already added the stages I want to use using the "..." button on the New/Edit Opp Stages screen.  I've been using them for a while now.  Why don't they show on the exported file?  Will I mess things up if I follow the above steps?  Will there now be two of the same ...

what you're saying makes sense but i have no idea how to do that. how do i create an action on screen load that will get the current date - 7 days and load the date onto a hidden field on the screen?

i'm having problems creating a custom view for opportunity stages.  i've tried many different variation using is equal to, is not equal to, contains, is one of, etc. and can't seem to get the results i want. it seems i can only create view based on open or closed.  if i'm not mistaken it seems that all the views that ...

how do you do that? i've logged in and out several times and that didn't fix the problem.