Ability to change defaults on Create Order & Convert Lead windows
Converting a quote to an order opens create order window. Would like to default the value of the closed opportunity to be user defined, not based on quotes. Would also like the default when converting a lead & creating the new records to default to opening those windows. If this is forgotte...
STATUS DETAILS
Declined
Ability to add a new activity on same form when marking another complete
My reps continue to ask why they cannot schedule a new activity on an entity when completing an existing activity. An example - complete a scheduled call (mark as completed) and want to schedule a new call on that very same screen. No easy way to do that without going back into the activitie...
STATUS DETAILS
Declined