New parameters for sales stages
The interface for editing a sales stage label has been enhanced. A new section has been added to group together the various advanced features for each sales stage.
This section includes 3 new features: limit the selection of the next sales stage, restrict the selection of this sales stage to certain roles, and restrict the selection of the next sales stage to certain roles.
For example, for an opportunity, it is possible to configure that:
- The only next sales stage that can be selected is "Invoiced."
- Only a user with the "Sales" role can select the "Closed Won" stage.
- Only a user with the "Accounting" role can select the next sales stage, in this case "Invoiced."
New multi-column information
It is now possible to add the account's unique identifier (ID) when customizing the display of contact and account list information.
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Continuous improvement
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