To save extra data entry by the Service department it is thought that when a Lead is changed to an opportunity for service work that the Est. Close Date (Which is a mandatory field) be configured to update to the Estimated delivery date as populated in PSQ.
Darren McAllister
| How often would this idea be used? | Daily |
| 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? | Everyone |
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What problem is your idea trying to solve?
Missing data in opportunity reports and expiring Opportunities in our Pipeline. |
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