1. How do I activate Sales Process Flow and get the buttons which enable to convert Lead into Opportunity?
I watched the demo but I cannot set up the Sales Process Flow athought I activated all workflows:
I do not get the buttons “Disqualify” and “Convert to Opportunity” for Leads.
2. Is “B2B Customer” actually mandatory for every Opportunity or can we deactivate this field?
On the video demo, on Opportunity page, “B2B Customer” is not mentioned is not a mandatory field.
Whereas in my OroCrm, “B2B Customer” is mandatory for every Opportunity (so I have to create one for every opportunity, with same redundant info!!).
3. How to make “Close As Won” and “Close As Lost” buttons appear in Opportunity pages?
All workflows activated in my OroCrm but I do not get them.
4. How to get “CRM – Sales Pipeline – $Opportunity” in Configuration?
I do not have this in my Configuration menu so I cannot set up probabilities for opportunities…
Thanks for your help!
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