Opportunity Reassignment and Opportunities without a Company Assigned
In certain industries you do not know who the end customer for your opportunity is until the deal closes (i.e the quote may be to a sub contractor) In these cases it is desirable to be able to reassign the company that the opportunity is linked to, effectivley moving the opportunity from the sub contractor to the enduser/client where the goods /services will be delivered.
Ideally in the same industries it would also be a great benefit if you could have opportunities no customer (which could be assigned later). I think having a linked partner would be recommended.
Jason Lillywhite commented
Yes it would be great if we could move Opportunities from one company to another. Often times, companies get bought out by another and we need to move them. Having to copy information from one company to another is very time consuming.
I ABSOLUTELY agree. It has been a big frustration being unable to move Opportunities. Consultants contact on budget pricing yet we won't know the Owners identity till a builder contacts us for pricing. The Opp needs to be moved to our end customer for their 20 Year Warranty. We need the ability to export Opportunities (and Customer Service Cases) to a different Address Book Record.