Opportunity sales cycle task: add the possibility to assign the task to a different user from salesperson


When I set up a sales cycle on an opportunity,the linked tasks are assigned to the salesperson set up on the Opportunity card.

It would help if you wanted to add a default user on the sales cycle stage that wins over the salesperson on the Opportunity card.

For companies it is a li...

Read more...
0 Comments

Read more...
0 Comments

Category: Opportunity Management (54)

STATUS DETAILS
New

Project in status "Quote" must be excluded in the cash flow forecast


In Chart of cash flow accounts using an account with Source Type = Project every Projects with project planni...

Read more...
0 Comments

Read more...
0 Comments

Category: Reports and Business Intelligence (335)

STATUS DETAILS
Needs Votes