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Jason Lillywhite

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  1. Opportunity Reassignment and Opportunities without a Company Assigned

    38 votes
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    Under review  ·  3 comments  ·  Feature Suggestions for Maximizer CRM » Sales Opportunities  ·  Admin →
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    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.

    Jason Lillywhite supported this idea  · 

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