Opp
It would be a fantastic idea to reflect on their Opportunities on sales representatives list after assignments, enabling them to make updates without creating new ones. This way, both the creator of the Opportunity and...
[ integration ] [ [ Quotes and Opportunities ]
The customers procedure for doing business is to make offer the total price value and this price should be locked and it should not change, even if the price of the product changed from CRM side.
However, there is no option for locking price in Quotes
Link availability
The oppurtunity link from sales hub should redirect or work for people with team member app/licence.
Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or its parent account's timeline. But when we create an activity on opportunity the activity is visible on timeline of deal and its primary account only but not on its parent account and above the hierarchy
Currently when we create an activity on an account either child or parent in the hierarchy. The activity is getting showed on its top hierarchy or on parent account's timeline. But when we create an activity on opportunity the activity is visible on timeli...
Possibility to create metrics that are available to all users
Ability to create system metrics, for all users to see in the new pipeline view available in Opportunities.
Currently the creation of new metrics are only available to the user who creates it and while logged in, then they disappear.
It would be interesting to be able to create m...
Opportunities associated with lead in Kanban view
We think opportunity kanban view is very usefull, but has a big problem. Doesn't work for oportunities begins in the lead. If the bussines process flow associated to the opportunity is Lead to Opportunity process flow, this record are not visible in the kanban view.
Will be u...
Editable Deal Tracker chart in Opportunity Pipeline View
Few columns like Actual Revenue, Est. Close Date, Actual Close Date, Opportunity Score, Opportunity Grade are core fields and always included in Tooltip of Opportunity pipeline view.
As of now there is no way to modify Deal Tracker chart extensively in Opportunity Pipeline Vi...
Opportunity Product (productid) Add feilds
Could you please add fields on the Product > Quote Product Related entity (product_quote_details) to include additional details such as Vendor Name /Qty on hand without having to customize a solution
The Opportunity Views in Sales & Marketing should display the number of records based on the latest search criteria, even if there a huge number of records
The current system does not display the number of records based on latest search criteria in Quick Find Query and instead still displays the number of records based on the previous result when there are a huge number of records (say more than 10,000). The end-user might get confused due to thi...
Enable Opportunity Close entity for closing opportunities in Kanban view
Currently, when closing an opportunity in the Kanban status view, the opportunity closing dialog is displayed regardless if Opportunity Close entity is enabled or not, thus bypassing any customizations that might be added to the Opportunity Close quick cre...