Skip to content
← CommunitySuite Idea Lab

How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab: Opportunities

Categories

JUMP TO ANOTHER FORUM

(thinking…)

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.

14 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Rhonda Page shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Julie Dowell commented  ·   ·  Report

    It just makes sense! I keep looking for the Add Opportunities on the Engagement tab. Then I remember that I have to go to the Relationship tab to add the opportunity, and then go back to the Engagement tab to work on the opportunity.

  • Sandi Hansen commented  ·   ·  Report

    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.

  • Trish Reimer commented  ·   ·  Report

    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.