QuoteWerks Knowledgebase Topic (Article ID 6066)
Salesforce.com - Stages are not all appearing
This information applies to :
October 17, 2007
When saving an Opportunity in salesforce.com, not all of the stages are appearing.
- The "Closed/Won" status will display in the opportunity window when you use the File->Convert To Order Menu if the Probability Forecast Category of the stage is set to "Closed."
- The "Closed->Lost" status will display in the opportunity window when you use the File|Convert To Lost Sale Menu if the Probability Forecast Category of the stage is set to "Omitted."
- No stages can be set for the opportunity when you convert the document to an Invoice.
In order to be able to view certain stages when saving the opportunity, you must use the File->Convert To menu in QuoteWerks.
When requesting the list of stages from salesforce.com, QuoteWerks does not pass credential information. The stages that are not appearing may have special restrictions for certain users and groups.
In salesforce.com, do not place special user/group restrictions on stages.
Note: Stages are still being requested from salesforce.com.
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