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.
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Where does C&P get the stages for opportunities?
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Good day!
The opportunity stage is set in the C&P Settings. Please see below:
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
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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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 View PostGood 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.
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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
Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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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 View PostGood 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]
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Great.
Please let us know if we can be of any further assistance.Regards,
Click & Pledge Support Department
On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
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