Completion
| Title | Widget | Widget Description |
| Completion |
| Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". |
Completion
| Field | Right | Reference |
| Status | Won / Lost | |
| Closing code | Code table: Opportunities Win Closing code / Opportunities Loss Closing code (Display depends on Status) | |
| Closing date |
Action buttons
| Name | Function | Visibility |
| Complete | Completes the Opportunity | When clicking on "Completion" in the Opportunity.
Attention! If there is a CRM Form with the ID "CLOSE" it will be displayed. The completion is only executed when the form is also completed. |
FAQ
Release