Have the ability to easy create a copy of a lead or opportunity (header details) for multi-machine opportunities.
Paul Meyer
| 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? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
Increase sales rep efficiency and improve reporting back to Caterpillar |
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When copying an opportunity, it would be beneficial to also create a copy of the quote, ideally a window should pop up that says something along the lines like "would you also like to copy the quote" I think all fields should be copied over, if we are giving the ability to copy the quote as well we should also copy the product line to show the new quote number.
There are implications for opportunities with quotes tied to them. Because one quote can only handle one machine, in a multi-machine scenario, I'd imagine that the user would want the option to also clone the associated quote. Is that correct?
Also, which fields, if any, should NOT be copied into the new opportunity?