CloudLink Ideas Portal

Est Close dates in Opportunity list view for sales reps

Original Ticket TOR-59250 Created 15/10/2021 By Account Cavpower CAT
When reps look at their open opportunities they have an Est year and Month listed.
1. at the moment this is the est. delivery date. as reps they want to control their pipeline quickly and focus on the est close date (when they are getting the PO). can we get the Est. dates in this view set for the Est close date (not the est. delivery date) as currently displayed.
2. can the fields be better labelled to show what dates are being shown.

  • Court Laslop
  • Dec 3 2021
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