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Possibility to change Partner in opportunity.

Now and then we have opportunities where we need to change Partner. Doing so all relevant information such as documents etc. follow the opportunity which is very usefull.

BR Jesper

5 votes
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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • Dana commented  ·   ·  Flag as inappropriate

        This would be extremely helpful! We have insurance Opportunities that we set up under the corporation, only to later find they've decided to pay for the policy personally. As it stands now, there is no way to move all the documents, etc. to a new Opportunity.

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