Question

Filters does not work with 'Sales pipeline by cases' add on

21:52 Jul 21, 2020

Hi Guys,

i installed the Sales pipeline by cases to one of our production instance, but the filters does not seem to work. Even though i set it to exclude the closed stages, it still appears in the pipeline. See pics:

Is there anyway for me to remove those? Thanks for your help

4 comments

Dean Parrett

08:09 Jul 22, 2020

Dear Mark,

To remove the stage from the pipeline it is necessary to go to Opportunity Stages lookup, find the required stage and uncheck the checkbox 'Show in funnel' for it. Thus, the stage will no longer be visible in the pipeline.

Regards,

Dean

Mark Lim

21:03 Jul 22, 2020

Hi Dean,

I unchecked the stages i didn't want to be visible but they still showed up in the pipeline that was created using the add on (Sales pipeline by cases).

Dean Parrett

08:23 Jul 23, 2020

Dear Mark,

There is no other option to hide the required stages when using this add on unless you remove Opportunity value from the Case field in the pipeline settings.

Regards,

Dean

Mark Lim

15:19 Jul 23, 2020

Thanks for you help Dean! and quick responses lol

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