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Maciej Sitarski's picture

Trouble editting processes

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I'm trying edit built-in process "Add Opportunity Based On Lead". When I trying save i recived massage "Unable to save changes for item "CreateOpportunityFromLead". It is either created by third-party publisher or installed from the file archive". What i should do to edit process?

Olly Khome · Hi Maciej, You need to copy the process first and then perform necessary changes. In order to use the updated process when ...»
Olly Khome
Olly Khome · Hi Maciej, My colleagues are already in touch with you in regards of this case, they will contact you again soon.
Olly Khome
Maciej Sitarski · I did it  and it does not work....»
Maciej Sitarski
Robert Banta's picture

Trouble deleting object

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I am trying to remove a custom field from the accounts page in our CRM.  I deleted the container from the page designer, but it will not allow me to delete the object from the object designer (the 'delete' button is grayed out).  The object (a drop-down list) is still showing up on ...

Olly Khome · Hi Robert, We have registered support ticket in order to help you remotely with the error you've faced. My colleague will ...»
Olly Khome
Robert Banta · Thanks for the response Olly, I am going to try clearing the profile to see if that helps at all.  I will coordinate ...»
Robert Banta
Robert Banta · Also, If I clear all of the profile data for my user by selecting 'clear all' (through the configuration/profile section), will it ...»
Robert Banta
Julia Karnaukh's picture

Season's greetings from bpm'online!

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365 days a year we all live a full-throttle life in the incredibly fast-paced world of today. But sometimes we want to slow down and fully experience the beauty of every moment in our life. 

Indulging in the time that we are in right now fills us with energy, strength and ...

Julia Karnaukh's picture

Welcome 2015 with bpm'online sales cloud!

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To make the end of the year even brighter we are announcing the season’s special offer! From December 5th through December 31st, all new and existing customers can take advantage of the 15% discount for the first 20 users while purchasing bpm’online sales cloud.

Julia Karnaukh's picture

The complete guide on how to optimize your end-to-end sales process to maximize value and drive successful sales behavior

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As a world-class vendor of process-based cloud software for sales, we carefully study sales process outlining our own view on how the stages of the sales pipeline should look like and how properly implemented sales process helps companies to achieve greater sales results. The takeaways ...

Olivia Milton's picture

Bpm’online is one of ‘The Top 20 Most Popular CRM Software’!

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We are excited to be recognized among the 20 most popular CRM systems by Capterra, an authoritative business software website. For the second time bpm’online has taken the rightful place in the well-known rating being selected from several hundreds of CRM systems! We strongly believe that our ...