Notes in closed opportunities
There are times when a closed opportunity requires an update; it would be nice to be able to add a Note to this closed opportunity without having to reopen the opportunity and change the closed time stamp.
An example of this is when a fund holder would like to update their fund agreement perhaps with a new name or a new After Lifetime Directive. We want to track this process, but it is not a NEW opportunity. Currently this requires us to open a closed opportunity, add a new Note about the update, and then reclose. The timestamp then creates a false close date for this opportunity.
Melanie Jones
shared this idea
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