Confidence % Updates to 100% when Status is Closed-Won
When the Forecast Type field is populated with the value "Closed," the system automatically updates the Sales Stage to "Close & Transition" with the Task "Executive Kick Off." In addition, you are now required to update the Status field to "Closed-Won" and enter a Win/Loss reason.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001
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Created: amq 07/26/2002
Revised: amq 11/04/2003
Reviewed: 09/20/2004