Saving an email to an Opp in Outlook is hard to choose between Opps from one company.
In Outlook integration when saving an email to an opp: Changing the column setup will only make it easier to find the company/contact from the opportunity. But on the next fase it is hard to choose an opportunity when the Objective is always e.g. Upsell. It is hard to make the opportunities within a company differ from each other. Please make this customizable or add description to the screen.
22
votes
Peter de Keijzer
shared this idea
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Phil commented
If a Client has many Opportunities under their name it is hard to differentiate the specific one. Using the Quotation Number would work for us.
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Filip commented
windows opts out the current plugin
windows 7 Prog with Office 365 -
Anonymous commented
Need it.