Method Community

After upgrading to the most recent version of Method, the opportunities list is showing won and lost opportunities even when a user selects "My Opportunities in Pipeline".

In the previous version, Method would only show opportunities that were not set to a stage with the word "closed" in it.  Now it is including all opprtunities even with the word "closed" in the stage.  Is there a new way to close an opportunity so it doesn't show up in the pipeline view?

pdirect- When creating or editing an opportunity click on ... for Stage. You will see a new drop down for Opportunity Stage Category, here you can set what Stages are 'Closed' stages.

Also to add another note we tried to be proactive about this and if the orginal stage names were not changed they should have been updated with the proper Opportunity Stage Category. Did you rename the stages?

-Michael

Yes, I renamed them.

I'm not seeing this.  All I see is my original opportunity stage names.

pdirect- Do you get a pop-up window when you click on ... next to Stages?

Oh, I see.  I didn’t notice the ellipses.