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

8 comments

Date Votes

Ross VanEck
June 20, 2018 14:47

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.

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Ross VanEck
June 20, 2018 15:01

If anyone is able to update a stage for pipelines or opportunites please let us know.

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Ross VanEck
June 20, 2018 15:49

Another instance of the issue: https://support.insight.ly/hc/en-us/community/posts/360009708393-Changing-Pipeline-Stage-in-Opportunities-

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Ross VanEck
June 20, 2018 15:54

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.

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Alejandro A
June 20, 2018 19:04

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.

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Ben Jamin
June 20, 2018 23:27

Thanks Alejandro.

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Alejandro A
June 21, 2018 16:25

Hello Everyone,

Thanks for your patience!

This issue is now fixed. Can everyone confirm that everything is working properly on your end?

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Ben Jamin
June 22, 2018 00:10

Hi Alejandro,

I can confirm from my end that it's back up and running - thanks.

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