CloudLink Ideas Portal

Estimated close date to be populated in PSQ when opportunity created.

Original Ticket TOR-59251 Created 15/10/2021 By Account Cavpower CAT
Attached document.
When creating a PSQ/opportunity the delivery date is mandatory.
However the Est close date (which is in the opportunity and helps manage the pipeline timing etc.) needs to be added to the opportunity after the PSQ is created.
It would save extra steps each time and the 17% of created opportunities would have all the date fields

  • Court Laslop
  • Dec 3 2021
  • Attach files


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