Qualify Leads box should allow customers to choose which options they want to include, instead of providing auto-selected options
In the Qualify Leads box, there should be a way to change which entities are selected by default. Currently, there are three options autoselected (Account, Contact, Opportunity), and it would be better if customers could choose which of those options they wanted to appear, instead of having to di...
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
Customize Quote Close dialog.
Hi, We have renamed Quote to another name . And we can't rename the Close Quote dialog. There is still written "quote" . It confuses the users. I know that the already exists in system in read-only state . Should be probably not be a bid deal to activate this entity for write. I know also tha...
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 ...
Enbale Status Reason Transitions for Lead and Opportunity
Status reason transitions are available for the Case entity and custom entities. This feature would also be valuable for the Lead and Opportunity entities, because it will make it easier for users to choose the next status reason.
Copy quotes
Hi We have users requesting the possibility to copy quotes. as it is today, it's only possible to copy opportunities.
Reporting based on multiple entities
Reporting features should be improved. For now, you are able to make charts one entity at a time. I think it would be great to form a custom sales pipeline charts without extra modifications (custom fields & entities ). For example pipe line in which we have lead, opportunity, quote(s), negotiat...
Show sum per view (e.g. Revenue)
When creating a view (i.e. all open Opportunities) there should be configureable sum fileds in the view e.g. "Total Revenue in View" and "Total Revenue on page"
Field validation not working properly on UCI
When we set the field's value to null using custom JS script after some validation found false, it should set to null without comparing the new value (null) to the value stored on the server (null) and not update it if those values are the same. The null value should be set if validation found f...
Add Permissions to Opportunity Product
Today the Delete permission does not cascade from the Opportunity to the Opportunity Product. Therefore someone with no delete access to the Opportunity can still delete the Opportunity Product. We need to have the Opportunity Product inherit or have their own CRUD to enable this use case