Document number: 11398

 

You have changed names, regions, or Managers, and your previous Leads/Opportunities do not reflect those changes.

When you have created a lead/opportunity and then are added or moved within the Territory Tree, or when Human Resources changes your name, data in the Leads/Opportunities created prior to the change will have data different from the new Leads and/or Opportunities created.

You can make the old Leads and/or Opportunities match the new ones by bringing up the old ones, making slight changes to them, and then saving those changes. The old Leads/Opportunities will now reflect the changes made to your user profile.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/15/2001