14

Enable mapping field values from Opportunity to Opportunity Close

Beeing able to customize the Opportunity Close Dialog is a great feature. Also that Business Rules and Power Automate can do some tricks when it comes to data synchronization. But there seems to be one thing missing: Pre-filling fields on the quick create for the Opportunity Close with...

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Category: Opportunity (207)

STATUS DETAILS
New
14

,competitors field not functional in Opportunity close Dialogue; Please fix

When choose in the Opportunity Close Dialog a competitor, these competitor doesn't appear in the Competitor in the Opportunity Tab under lost. The issue appears whether the Competitor is changed or just assigned to the Opportunity to the dialogue. Repro Steps: 1.. Go to sales hub 2. Create n...

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1 Comments

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Category: Opportunity (207)

STATUS DETAILS
New
2

Freeze Header part in Quote Product

Hi Team, Need a provision where we can freeze quote product header part. If we consider 25 records in one page in a quote product then the quote product header part is freeze. But in a quote we have like 400-2000 records available and in one page we consider total 150 records. If the quote produ...

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Category: Opportunity (207)

STATUS DETAILS
New
1

Display Save & Close button in command bar, not in a flyout menu

Save & Close button on opportunities used to be directly in the command bar. Release 2023 Wave 1 moved it in the flyout menu under the Save button.

For those who use primarily Save & Close it is more complicated now. So we suggest moving the button back so that it is directly in the comm...

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Category: Opportunity (207)

STATUS DETAILS
Needs Votes
1

Clone Opportunity

Sometimes we have reoccurring opportunities and it becomes tedious to every couple of months create a new opportunity that is the same as the previous one. There should be an ability out of the box to close an opportunity same as you would a quote with the option of closing with or without pro...

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1 Comments

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Category: Opportunity (207)

STATUS DETAILS
Needs Votes
1

Show next upcoming task deadline in list view

We need to see next upcoming task deadline and name in opportunity list. This would save time when working with hundreds of opportunities as no need to go to activities list or open opportunity to see details.


Even better if there is visual aids to allow even better tracking. ...

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Category: Opportunity (207)

STATUS DETAILS
Needs Votes