Changing Pipeline Stage in Opportunities.
Evening,
I have attempted several times to Change the Pipeline Stage within an Opportunity.
I click on the link in the About section, select the new stage and the Activity Set Start Date - however when I hit Change Stage nothing happens.
Initially I thought I may have been setting the Start Date too far in advance, but it doesn't appear to matter (tried today's date, and a fortnight from today).
I also tried deleting the tasks from the previous Stage 1, leaving only one task outstanding which has been marked complete.
Is there a step that I'm missing or an edit function I have missed?
Any help is greatly appreciated - Ben.
Comments
I am experiencing this same behavior in PROJECTS, but I suspect I would see it in OPPORTUNITIES as well.
When I click "Change Pipeline Stage" an intermediate window opens (like normal); however, when I click "Change Stage" and the window closes, the pipeline stage has not changed.
This is happening for several (likely all) existing pipelines that we have used without any trouble for a very long time. We have not made any recent changes.
I've submitted a help request that includes screenshots and other sensitive info.
If anyone is able to update a stage for pipelines or opportunites please let us know.
Another instance of the issue: https://support.insight.ly/hc/en-us/community/posts/360009708393-Changing-Pipeline-Stage-in-Opportunities-
Insightly Status says everything is good to go... I have tried multiple users, multiple browsers, cleared cookies, etc. I am going to go ahead and say that their status page is not working either.
Hello Everyone,
I apologize for the delay in updating everyone regarding this issue!
Please know that our development team is aware of this and is looking into a resolution. As soon as I have an update for everyone I'll be sure to communicate that.
I appreciate everyone's patience in the meantime.
Thanks Alejandro.
Hello Everyone,
Thanks for your patience!
This issue is now fixed. Can everyone confirm that everything is working properly on your end?
Hi Alejandro,
I can confirm from my end that it's back up and running - thanks.
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