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  1. cornishben

    Opening all stages of a custom opportunity process at once

    sorry - just being thick! realise what you mean now. Shall change my series accordingly
  2. cornishben

    Opening all stages of a custom opportunity process at once

    I guess even with 01,02,03 etc it would display: 01,011,012,013,014,015,016,017,018,019,02,021,022.. etc hence again not in order?
  3. cornishben

    Opening all stages of a custom opportunity process at once

    Many thanks for the help, just one more small question I'm afraid. I've set up an Activity series of custom activities which I think should work well. I numbered the activities so that I can display them in the correct order under the activities tab/task list. However it displays...
  4. cornishben

    Opening all stages of a custom opportunity process at once

    many thanks for the reply. Just been reading the help and agreed an Activity Series sounds more what we require. However, I like the open/closed field in the opportunities, is it possible to do this with Activities? I've created a trial activity series and some custom activity types, but in...
  5. cornishben

    Opening all stages of a custom opportunity process at once

    Hi, We have a customer flow of around 20 steps and we want to keep track of how far each customer has progressed through this process. I have created an custom opportunity process flow with these 20 stages. When we have a new contact I'd like to open all of these 20 opportunity stages for the...

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