How do I update the WON field on opportunity, as to use it in Reports?
|Knowledge Article Number||000220469|
|Description||When creating an Opportunity Report, several fields are available, which are set based on other values.
On Opportunity Field we can find the following fields related to an Opportunity:
|Resolution||Has Products: True when the Opportunity has products attached
Is Split: True when an Opportunity Split is set for an Opportunity (Even if the Split is just for one Team member)
Closed and Won fields:
These fields are controlled by the Opportunity Stage field, when you look at the different fields associated with a Stage setting, one of the columns is Type. You can set the type to Open, Closed/Won, Closed/Lost.
For any Opportunity, with a Stage Type: Closed/Won, the Check-box field WON will be set, just as CLOSED.
The other way around, you would find all Closed/Lost Stage Types, by searching for the CLOSED, but not WON
So the three combinations Open, Closed/Won, Closed/Lost, are as follows:
(You should never find CLOSED false, WON true, since Open cannot be WON)