We're trying to find where we can edit/add CRM Opp...
# crm-sfa
b
We're trying to find where we can edit/add CRM Opportunity statuses and probabilities. We've looked everywhere we can think of but can't find them. Thanks!
d
Setup > Sales Force Automation > Client Statuses
b
hmmm, we don't have that option. We do have setup\sales\customer statuses. We went there but thought they were just customer statuses and that opportunity statuses were separate. But in looking at them again, they are the same. It's strange, since customers<>opportunities, but I guess that's how Netsuite works. Thank you!
d
Oh yeah, Customer has been renamed to Client on my NetSuite instance, oops. Setup > Sales > Customer Statuses is correct The status you set the opportunity will also appear on the customer record related to the opportunity. The status on this record determines if the record is of type lead/prospect/customer