3d (edited) • 🗣️GENERAL DISCUSSION
End-to-End CRM Project!
I worked on a Salesforce End-to-End CRM Project, which focuses on sales management and customer support.
The first part of the project involved creating and converting Leads. I successfully converted a Lead into an Account, Contact and Opportunity and confirmed that the resulting records were connected to the correct Account. I also worked on mapping custom fields, including Placement Fee and Margin Percentage, from the Lead to the Opportunity.
The second part involved customer support. I created Case records, configured the Case Support Layout, created a Customer Support Process, and connected it to a Customer Support record type. I tested the status changes from New to Working and Escalated.
During testing, I encountered one outstanding issue: the Closed status is not appearing in the Case status dropdown. I verified that Closed exists as a closed status value, is included in the Support Process, and that the record type is assigned to the correct process. However, the problem remains unresolved.
Could someone help me to identify the missing Closed option please? /
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End-to-End CRM Project!
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