When I create Dashboard Widgets that are using the Opportunity Stage, they are not showing the correct Stage. How do I fix that?
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
If someone has deleted an existing SalesProcess and you need to restore it you can follow this guide.