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Where does C&P get the stages for opportunities?

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  • CnP.Support
    replied
    Great.

    Please let us know if we can be of any further assistance.

    Leave a comment:


  • KHardebeck
    replied
    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 Post
    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]

    Leave a comment:


  • CnP.Support
    replied
    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

    Leave a comment:


  • KHardebeck
    replied
    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 Post
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • KHardebeck
    started a topic Where does C&P get the stages for opportunities?

    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.
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