how to change status category in salesforce

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Select the Edit Members Search option. 3. sign up for new content on the RevOps hub. Using Salesforce to Manage Changes in Features and Updates. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.

","authors":[{"authorId":8951,"name":"Liz Kao","slug":"liz-kao","description":"

Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. It would be benificial to have the ability (probably a feature activation request from Salesforce) to change the status of a contract from 'Activated' to 'In Approval' or 'Draft'.Currently if customers are not aware of how the contract status categories work they might push contracts into the active stage too early.Said customer is then stuck However, if your goal is to update all statuses of members in this report, choose to override the status.

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Click Add to Campaign to continue. When you view the forecast, you will not see anything that has been omitted. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.

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