Hi,
I have a Problem with displaying the Status of sales opportunities for e.g. the list of open opportunities or a Dashboard view with a sales funnel.
The Problem is that if I take the next step in a sales opportunity (e.g. from "offer" to "negotiation", as it is named in my CRM), this new Status is safed for the entity opportunity (if I open the opportunity the next time, the Status is ok), but not shown in the corresponding columns in other views, where I Show the sales Phase in a column.
Somehow the Connection between the entity "opportunity" and the list views or the Dashboard is broken.
I have the Impression that it broke when MS updated my online CRM to 2013.
Does anybody have an idea?
Thanks, Kind regards
Holger