Add Objective into Opportunities available for assignment list - MWA Outlook Integration
Add a column (or a popup) for Objective into the "Opportunities available for assignment" list that appears when searching in the Save Email to Opportunities in Maximizer Web Access Microsoft Outlook Integration. If there are many opportunities with a single company and contact the current window columns of Contact, Company, Status, Stage, and Close Date do not help tell the opportunities apart.
Hi, this has already been implemented. You can define your preferred column setup (you can add Objective column for your use case) on Maximizer and use it when you’re searching for opportunities using Outlook add-on. Just select “Change column view” and pick the specific view you prefer.
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Peter de Keijzer commented
Please reopen this suggestion. Changing the column setup will only make it easier to find the company/contact from the opportunity. But this suggestion is about the next screen when you have to choose between the different Opportunities from the company. When Objective is e.g. Upsell, you can't make a good choice between the in some cases scores of opps.
Thank you.
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Michael Melvang commented
I definately miss this feature a lot since long time, so thanks a lot for bringing it to the wish list here, and we must encourage everyone to give it their votes the sooner the better.
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Martijn Rijnders commented
Good one Colin. I miss this a lot.
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Anonymous commented
nice! long waiting for!