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Where does C&P get the stages for opportunities?

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  • Where does C&P get the stages for opportunities?

    Which sales processes does Click and Pledge use for determining which stages to map to C&P opportunities? I've edited the C&P online sales process so it includes the stages we need to process donations, but C&P Settings does not reflect those changes.

  • #2
    Good day!

    The opportunity stage is set in the C&P Settings. Please see below:
    Click image for larger version

Name:	Opportunity_Stage.jpg
Views:	1
Size:	15.2 KB
ID:	15168

    C&P Settings is also described in the manual: http://manual.clickandpledge.com/Sal...ml#Opportunity

    Please let us know if the above answers your question.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment


    • #3
      Answer not helpful

      The stages reflected in the C&P settings are not the ones we want to use. I have updated the C&P Online sales process with the new stages, but those stages are not being reflected in C&P settings. How do I change the stages in C&P settings to be the ones my org uses?

      Originally posted by Support.Department
      Good day!

      The opportunity stage is set in the C&P Settings. Please see below:
      [ATTACH=CONFIG]641[/ATTACH]

      C&P Settings is also described in the manual: http://manual.clickandpledge.com/Sal...ml#Opportunity

      Please let us know if the above answers your question.

      Comment


      • #4
        Good day!

        The stages show up for the default record types for the user profile.

        Is your User Profile set to show the default record types as C&P Online? see below:

        Settings > Administration Setup > Profiles > select the desired profile > Record Type Settings

        Click image for larger version

Name:	Opportunity_RecordType.jpg
Views:	1
Size:	14.8 KB
ID:	15169
        Regards,
        Click & Pledge Support Department

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

        Comment


        • #5
          Thanks! That worked! We have multiple record types and multiple sales processes, so C&P online was not the default.


          Originally posted by Support.Department
          Good day!

          The stages show up for the default record types for the user profile.

          Is your User Profile set to show the default record types as C&P Online? see below:

          Settings > Administration Setup > Profiles > select the desired profile > Record Type Settings

          [ATTACH=CONFIG]642[/ATTACH]

          Comment


          • #6
            Great.

            Please let us know if we can be of any further assistance.
            Regards,
            Click & Pledge Support Department

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

            Comment

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