Change the initial status

[Former Member]

Hello,

one of our customers wants to change the initial status of opportunitys and sales quotes to "in progress" instead of "open". After i cannot found any possibility in the opportunity- or sales quote settings i try to make a workflow rule. But unfortunately i cannot choose the field "status" to change this field automaticly.

So how can i Change the initial status in opportunitys and sales quotes?

Thanks for your help,

Patrick

[former_member198469 · Accepted solution]

Hi Patrick,

In the fine tuning activity for "Opportunities" you can "Maintain Custom Status".

Here you can define  new status codes and thereby change the initial status. Maybe you can try it out and check if this functionality matches your requirements for the opportunity.

Best regards,

Clemens

[Former Member · Accepted solution]

Hi Clemens,

sure i figured out this possibility. The problem is that our customer wants this change in the Opportunity and Sales Quote. Only the Opportunity is no option for him because he wants the same status in Leads (Here it is possible via configuration "Lead" in fine Tuning), Opportunitys and Sales Quotes.

We decided to fix this by SDK.

Thank you for your help.

[KevinAlcock1]

Hi,

I don't think this is currently possible via configuration. W e have done this in the past via a small PDI on after_modify

if (this.Status.LifeCycleStatusCode.GetDescription() == "Open"){ //could get code here

this.Process();

}