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In an Opportunities, it would be extremely helpful to have the ability to have "Actions" that send notifications on a specified date.

For example, a list of actions might be displayed beside "POSTS", "ACTIVITIES" AND "NOTES" in the Notes Pane. These actions will have a date field for completion and notifications sent out to the specified user.

An Opportunity may have a single Owner and several other people involved in the Opportunity. The Actions list might say, "Contact supplier on 1st June for updated product pricing" and a notification is sent out to a specified salesperson on 1st June to remind him/her to complete the Action.

As a manager or administrator, it would be possible to assign Actions, and specify notifications for any members of the team.

Category: General
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.