Currently when winning a deal in iQuote the reason is not required. The Reason field in SalesLink is a mandatory field when winning an opportunity so it makes sense that it should be set as such in iQuote
How often would this idea be used? | Weekly |
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? | A Team or Group of People(5-25) |
What problem is your idea trying to solve?
The current work around is to edit each opportunity that has a missing reason |