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Categories Opportunities & Quotes
Created by Guest
Created on Jun 18, 2025

RELATED IDEAS

Scheduling Appointments for Opportunities

Creating appointments for opportunities during the sales process. I meet with clients and would like to create an appointment based on the opportunity.

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Ability to add or schedule a sales call from the opportunties page.

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Being able to schedule a meeting from the opportunities page. Would be great to add/schedule sales call meetings and have them visible on the calendar. Say a new prospect calls in to request a quote. You create the opportunity, add the sale detail...
jamie weidman about 1 month ago in Opportunities & Quotes