Hi guys,
What is the purpose of the 'Division' field in the 'Opportunity'? Thank you.
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Daniella, thanks for the question. In bpm'online the lookup 'Division in Opportunity' is used in the “Qualification” process that is a sub-process of the base Opportunity Management process:
If the division is filled in in the Opportunity record, the system checks if the Manager for this division is added in the lookup. In case there is a Manager – he becomes the Owner of the Opportunity. If there isn’t – the Owner stays equal to the current user. Once the Manager is the Owner of the Opportunity, he can see a page with the ‘Assign Opportunity Owner’ caption and after he submits this page, a new owner is granted permissions to work with the opportunity.
Hope my answer is clear. If you need more details, please let me know in comments.