Opportunity Sales Stage - Open vs. Closed

:blink:

I have created a few new entries in the Sales Stages selection for Opportunities. One is “Closed - No Bid/Disregard”. How do I get Suite to recognize that as a CLOSED opportunity? Still shows when I select “Open Items” in search.

Thanks all!

Additionally, how do you change the Probability % associated with each phase? Thanks.

It’s surprising there is no reply to this. Did you manage to find a solution? I am looking for the same.

I tried to solve this by modify the code, but this modification is not upgrade-safe.

You can solve the search issue by modify the file : modules\Opportunities\metadata\SearchFields.php

‘open_only’ => array(
‘query_type’=>‘default’,
‘db_field’=>array(‘sales_stage’),
‘operator’=>‘not in’,
‘closed_values’ => array(‘Closed Won’, ‘Closed Lost’), ## modify here to add your own definition
‘type’=>‘bool’,
),

and there are many other place will bring you trouble, such as:

Outcome of the month, lead by outcome, and upcoming activities etc.

I have no good idea to solve all of them, all writen in code instead define by an array.

Hi,

Maybe this guide to add custom sales and probabilities to opportunities will help.

http://support.sugarcrm.com/Knowledge_Base/Opportunities_Forecasts/Adding_Custom_Sales_Stages_and_Probabilities_to_Opportunities/

Hope it works.