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1 Not supported for the current status
Created by jamie weidman
Created on Mar 25, 2026
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit DTC-I-209 Scheduling Appointments for Opportunities.

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

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 details and then schedule an onsite meeting to collect the data needed for the quote, add the data to the same open opportunity and the create the quote. In doing so you have a documented trail for the opportunity.