Last updated on SEPTEMBER 06, 2017
Applies to:Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.
Deal Convertion to Opportuntiy is Reflecting Wrong Sales Stage.
When converting the Deal Registration to Opportunity, the Sales Stage of the
opportunity is set to "Budget/Identifying Opportunity/Defining Interest". This Sales Stage is not active or not available in the Sales Process. How is this happening?
1. Create (and save) deal registration record with Submission Status = Submitted.
select an existing customer account
2. In the deal registration details, click Convert to Opportunity button.
3. Enter conversion details. Select - Do Not Convert to Account and Do Not Convert to Contact. Click Save.
4. Validate the opportunity details - Sales Stage should be
"Identifying" but is appearing as "Budget/Identifying Opportunity/Defining
Interest" This Sales Stage is not active or not available in the Sales Process.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms