When creating a new opportunity in iQuote (quote creation process) there are the following fields that is not mandatory in iQuote that is Mandatory in Sales Link
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If the quote is won in iQuote can the status of the opportunity in Sales Link not be changed to won till the mandatory fields are filled out in Sales Link. This was discussed with Peter. Please refer to screen shot ST Mandatory Fields
Daniel Matthews
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
Standardisation |
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Hi Paul, not sure if your last comments relate to this idea. The problem we are having is the inconsistency between creating an opportunity from iQuote to creating an opportunity in SalesLink, the mandatory fields required in SalesLink are not able to be entered when creating an opportunity from iQuote.
Most Sales Managers manage outstanding opportunities by Estimated Close Date and not necessarily Estimated Delivery Date.
The mandatory fields should be consistent regardless of how the and when the opportunity is created.
It sounds like the idea is to add the required opportunity fields into this section of the UI when creating a quote.
We would want to see how other dealerships feel about this.