Autonumbering opportunity questions

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ocoarch
Posts: 1
Joined: Thu May 10, 2012 4:21 pm
Brief Company Description: Architecture Firm
Number of Employees: 25
Company Position: marketing director
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Autonumbering opportunity questions

Postby ocoarch » Thu May 10, 2012 4:36 pm

Is there a way to set up CRM to autonumber the opportunity only once a certain stage is acheived?

We have also decided to link our opportunity numbers to the regular project numbers, however, some are concerned that this will create gaps in our regular project numbering, as unfortunately not every opportunity turns into a regular project. Does anyone have any experience with this?

Lastly, sometimes our firm principals want to track their hours spent on opportunities on their timesheeets, yet we can only use regular project numbers. Is there a way to allow our timesheets to track opportunity numbers?

Thanks

AliT
Posts: 100
Joined: Thu Apr 21, 2011 10:55 am
Brief Company Description: Marine consulting firm
Deltek Vision Version: 6.1
Number of Employees: 60
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Year Vision Installed: 2010

Re: Autonumbering opportunity questions

Postby AliT » Fri May 11, 2012 1:24 pm

You could create a timesheet code/project number that is specifically for tracking time spent on opportunities. If you already have an overhead/admin code for timesheets, this shouldn't be too difficult.


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