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Timothy Craig

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  1. sub-opportunities

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    Under review  ·  1 comment  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    Timothy Craig commented  · 

    In many industries you may have different options within a larger contract. Let's think about a Home repair where you may want to offer a singe customer in a single proposal:

    1) Bathroom Remodel
    2) Kitchen Remodel
    3) Resurfacing floors
    4) HVAC Upgrades

    It would be nice to be able to group these 4 opportunities under a top level Opportunity. This could allow you to view summary amounts for the top level opportunity, but also enter predictions for close dates on various sub opportunities within a proposal.

    Timothy Craig shared this idea  · 

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