When a user makes a change to one or more of the following fields, Aptify automatically generates a History record to track the changes made to the opportunity:
- Stage
- Status
- Acceptance Probability
- Expected Decision Date
These fields are the default trigger list for generating Opportunity History lists. An administrator can modify this list if necessary. See Opportunity History Administrator Information for details. |
This form contains the following fields. These records should be generated automatically by Aptify (a user should not create one manually) and then reviewed as necessary.
Approval Status
The approval status of a given change to an opportunity. By default, new History records are added with a status of Pending. Upon review, a manager can select Approved or Rejected and complete the Decision By and Decision Dates field. Note that marking a History record as Rejected is for informational purposes only; this does not roll-back the change in the -Opportunities record.
Updated By (required)
The name of the employee whose change to the Opportunities record generated this history entry. This field links to the Employees service.
Decision By
The manager who changed the Approval Status from Pending to Approved or Rejected. This field links to the Employees service.
Decision Date
The date on which the manager changed the Approval Status from Pending to Approved or Rejected.
Effective Date
The date and time when this History record was generated.
Stage
The stage of the opportunity at the time this History record was generated.
Status
The status of the opportunity at the time this History record was generated.
Total Min Amount
The total minimum amount for the opportunity at the time this History record was generated. This amount is calculated by adding the Minimum Amount values from the opportunity's Line Items record. For more information on the Line Items tab, see Line Items Tab. Note that this value may not contain the latest information if you did not close and reopen the Opportunities form after modifying a Line Items value before you modified one of the trigger fields.
Total Max Amount
The total maximum amount for the opportunity at the time this History record was generated. This amount is calculated by adding the Maximum Amount values from the opportunity's Line Items record. For more information on the Line Items tab, see Line Items Tab. Note that this value may not contain the latest information if you did not close and reopen the Opportunities form after modifying a Line Items value before you modified one of the trigger fields.
Total Est Amount
The total estimated amount of the opportunity at the time this History record was generated. This amount is calculated by adding the Estimated Amount values from the opportunity's Line Items record. For more information on the Line Items tab, see Line Items Tab. Note that this value may not contain the latest information if you did not close and reopen the Opportunities form after modifying a Line Items value before you modified one of the trigger fields.
Expected Decision Date
The customer's expected decision date at the time this History record was generated.
Acceptance Probability
The probability that this opportunity will be won at the time this History record was generated.