1

Lead Opportunity

We use several grid views on the Opportunity entity. We'd like to make one of them editable, but not all. Currently the only option is all editable or none editable, controlled at the entity level. We'd like to be able to control this at the individual grid level.

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Category: Lead Management (70)

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Needs Votes
1

Competitor from the opportunity close form in a view for opportunity close records

I would like to have view for opportunity close records, which shows the competitor from the opportunity close form. At the Moment this is only possible for the reason and the describtion of the opportunity close. This is needed because we want to see the competitors which have won opportunities ...

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Category: Lead Management (70)

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Needs Votes
1

Ability to edit header data in lead entity

It would be helpful to be able to edit the lead header to include something other than the full name as the label on the left side of the header. We are a B2B company and we don't always have a name with a lead, sometimes it's just a topic and company name so it would be nice if we could adjust t...

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Category: Lead Management (70)

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Needs Votes
1

Sales Force Automation Error Changing Disqualified Lead to Qualified

Sales Force Automation Error
This lead is closed. You cannot convert or disqualify a lead that is already closed.


Repro following Lab D2-S3ManagingCustomerRecords.docx
1. There are two ways to open the Convert Lead Dialog; from an open Lead record or from the Leads grid. We wi...

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Category: Lead Management (70)

STATUS DETAILS
Under Review
0

Ability to translate the enhancec product add experience

With 2020 Release Wave 1 the "Enhanced product add experience" was introduced. It provides a better user experience for adding products to an opportunity. The product add panel contains some labels which currently cannot be translated or can only be translated by exporting the default solution. ...

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Category: Lead Management (70)

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Needs Votes
0

More fields available in the forms header High density

We would like to have more than 4 fields available in the header of a form. Using high density is a good idea, but we need to be able to add more fields (e.g. Date of next review) in the opportunity header form. Please consider this possibility to enhance the visibility of the business to sales...

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Category: Lead Management (70)

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Needs Votes
0

Create new Contact or Lead from an email signature block

Many new leads come in via an email, and we need to manually cut and paste fields into a new Contact or Lead, e.g. phone number, job title, email address. It would be good if the "Add as Contact" or "Add as Lead" option in the Outlook interface recognised these fields in the sender's signature bl...

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Category: Lead Management (70)

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0

Sample Data can be made available for Predictive Lead Scoring and Opportunity Scoring

For testing the preview feature of sales insights,it is required to have 1000 disqualified leads and 100 qualified leads.It would be helpful if sample data is provided for it

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Category: Lead Management (70)

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Needs Votes
0

Copy quotes

Hi We have users requesting the possibility to copy quotes. as it is today, it's only possible to copy opportunities.

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Category: Lead Management (70)

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Needs Votes
0

Upload Sales Literature to an Email from Social Panel or Opportunity

Should have the ability to Upload/Attach Sales Literature to an Email from Social Panel or Opportunity This is part of sales activities. So, this would be really useful. I'm from support team and entering the feedback and idea on behalf of customer Kendra Hosseini - KHosseini@mycorpaccess.com

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Category: Lead Management (70)

STATUS DETAILS
Needs Votes