CRM Sales Stage - Details Page

When you click on the View Record Details icon Detail for a specific record on the CRM Sales Stage/Criteria Grid page, the CRM Sales Stage Detail page opens for that record in modify mode.

There are two sections on the Detail page of the CRM Sales Stage view. The following list defines every field displayed in each section:

  • In the General section:

    • Sales Stage Description - enter the full description of the CRM Sales Stage. You can enter a maximum of 30 alpha numeric characters in this field.

  • In the System section, the fields are available for information purposes only and cannot be edited:

    • Creator - displays the user id of the user logged into the system when the record was created.

    • Time Created - displays the date and time at which the record was created.

    • Modifier - displays the user id of the user logged into the system when this record was last updated.

    • Last Change - displays the date and time at which the record was last updated.

For information on the functionality of each button on the CRM Sales Stage Details page, click here.