Move Add Opportunities to the Engagement tab
If Opportunities now reside on the Engagement tab, please move the Add Opportunities link to the Engagement tab.
6
votes
Rhonda Page
shared this idea
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Sandi Hansen
commented
For ease of data collection and for ongoing training for new personnel, it makes sense to have all "Opportunity" related actions to live on the Engagement tab.
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Trish Reimer
commented
If Opportunities are going to live on the Engagement tab then Add Opportunity (left hand menu) should be available while on the Engagement tab. Currently, this action is only available when you're on the Relationship tab.