1

Go to an account. Go to opportunities list. Click the push button to quickly add a new opportunity with the quick form at the top of the screen.

According to the client I was installing for, the following is absolutely expected behavior:

- If the account has a primary contact, the primary contact field for the new opportunity should already be set to that.
- If clicked, the "quick list" or "recent list" or whatever-it-is that drops down, should be populated with contacts from the company! It shouldn't be some random, gigantic list of all contacts. That list is useless and everyone has to click "See More Records" and find the company they're already in, and then add the contacts from them.

This is one of the most used dialogs and functionality of a sales team. It absolutely makes sense that this should be streamlined.

STATUS DETAILS
Declined
Ideas Administrator

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