CloudLink Ideas Portal

Allow more flexibility in opportunity status change to won

Currently in SalesLink Flex, the transaction section of an opportunity is non-configurable. Users have 7 fields that are required in the transaction details section of the opportunity when they mark the opportunity as won. We need to be able to lessen the amount of required fields. This is too cumbersome of a process on a mobile device.

  • Jessica Mayher
  • Mar 9 2020
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