As we start off 2025, I am having my sales team look over any opportunities that are "not ready to buy", and revisit them. Either re-engage, or mark as lost. However, in order to better reflect our pipeline, I don't want all of our "lost" dates from last year, to show up in January. Currently, I can adjust the opportunity date. However, quote dates are fixed to the date that you make the changes.
Being able to adjust these dates would give me better visibility into our pipeline, making sure that our yearly numbers don't look tilted (like we lose all of the quotes in January for example).
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New
Feature Request
[CMP]_Opportunities
About 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Opportunities
About 1 year ago
Get notified by email when there are changes.