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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...

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Category: Opportunity Management (55)

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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...

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Category: Reports and Business Intelligence (344)

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Needs Votes