Option to make family and base models | CloudLink Ideas Portal

Option to make family and base models mandatory in opportunity records

Users are not forced to complete Family and Base model information when adding leads and opportunities. This data is important in managing new and used opportunities, and the reporting of what is being sort after in the market.

Darren McAllister
Jan 23 2020
Needs more votes

SalesLink / Dealer Idea

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Darren McAllister commented

February 03, 2020 06:29

Updated idea for Opportunities only

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Alex Esi commented

January 28, 2020 21:45

Hi Darren,

I don't recommend doing so. the more mandatory fields we introduce in Lead/Opp form, the less chance that user would capture and pass information in CRM. moreover in many cases the customer does not exactly know what they need, so it is hard for a team member to identify this before qualifying the lead.

regards,

Alex

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