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Anita reddy 5
How to see Opportunity Stage on Quote record?
I want to see opportunity stage value on quote ? Can some one please help me on this
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You need to create a Formula field (of type text) on the Quote to capture the opportunity stage and paste below in the Formula:
TEXT( Opportunity.StageName )
Thats all:) Hope this helps!!
For this, you have to create a formula field of test type on the Quote object to see the opportunity stage and use the given formula which is mentioned below in the formula section:-
TEXT(Opportunity.StageName)
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha