CRM Opportunity Name
We often have a few opportunities for the same customer, and with the current list view in Dear we are unable to distinguish between them. THe current list view displays only customer name, status and total amount. It would be great if Opportunity record had a filed for Project Name or Opportunity name and that field would be available in the list view. Additional attributes are also not available in the list view - it would be great to have them displayed.
1 person likes this idea
I agree. Having an 'Opportunity Name' field next to the 'Opportunity Number' would be great for filtering through multiple opportunities for the same client. If that field could then be carried over through the sales options like quote / order / invoice that would help filtering multiple orders per client.
Hi Julia and Gabriella!
Will the created date not help in this case?
Well, we often have multiple projects for the same client created on the same date, so that wouldn't be very helpful.
I agree with Gabriella, the name of the project and the date are very different things.
Thank you for the feedback. I have forwarded this to our team.