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#2 |
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Насколько я понимаю, речь идет про Sales Process для Opportunity.
Вот выдержка из книги "Working with Microsoft Dynamics CRM 3.0": The following are three important points that you should know about manually setting a sales stage: ? If you move forward in the sales process (to a later stage), Microsoft CRM does not automatically close any currently open activities. Therefore, users should manually mark those activities as closed. ? Workflow does not create activities for any sales stages that you skipped. Instead, it leaves activities from skipped stages as Pending. ? If you move backward in the sales process (to a previous stage), workflow no longer automatically advances sales stages for the user. He or she must manually set the sales stage to move forward again. Likewise, if you move backward, workflow does not re-create any activities that you already completed. Т.е. всё именно так и задумано! ![]() |
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За это сообщение автора поблагодарили: Артем Enot Грунин (1). |
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