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Is there now a Sales component/widget that can total a sales opportunity value?

AA_PH
Contributor
May 27, 2021

Used the tool to log all sales opportunities / pipeline management but only count of tickets are summarized, value of opportunity on each ticket do not show up in TOTAL. Anyone knows if there are JIRA update here or good third party to try here?

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Ramiro P
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March 30, 2012

Hi!

While the new workflow scheme is active you can't erase it. First, you should change the workflow scheme of the projects that are using it. Then you will be able to erase it.

Ramiro P
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March 30, 2012

You can change every workflow scheme entering in the administration section of every project and then in the 'Workflow' tab.

Susan Cline
March 30, 2012

So should I go ahead and reassign all my projects first, then go back and delete the old scheme? I assume that will then remove it from my workflow altoghter, correct?

Ramiro P
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March 30, 2012

Exactly, I had a lot of issues with this the first time, I always thought that the scheme should have an option to create a draft.

But for now you have to do the reasign first, and then erase the scheme. Note that this won't erase the workflows, just the scheme.

Susan Cline
March 30, 2012

That is what I needed. Thanks again! That's twice today you have helped me ; )

Ramiro P
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March 30, 2012

Glad to hear that worked! :-D

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Susan Cline
March 30, 2012

So should I go ahead and assign all my projects to the new scheme first, then when it is inactive, delete it?

taiwo_ojo
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September 29, 2019

yes

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