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PS Removing Inventory from Stock after Sale
I am a professional Edition user and am struggling with this issue:
I have an inventory of properties that I can assign as properties of interest to an buyer (opportunity). Once I sell a property to a buyer, I flag it as sold and want to remove it from the picklist as a possible property of interest for future buyers.
Is there a way to do the above?
I have an inventory of properties that I can assign as properties of interest to an buyer (opportunity). Once I sell a property to a buyer, I flag it as sold and want to remove it from the picklist as a possible property of interest for future buyers.
Is there a way to do the above?
I'd consider making a custom object for properties if I was you. That way you could have a field in properties that indicated if a property was available or unavailable. You wouldn't want to use picklists on the opportunity field and delete the properties as they were sold because you would lose the history - and I'd imagine that over the course of 2-3 years some properties would change hands more than once.
But maybe I'm misunderstanding.
I don't want to delete the property from the inventory but just want to make it unavailable in the picklist when a prospect wants to look at properties.
How would the flow work with what you are suggesting? Thanks.