opportunity
The "Add Opportunity" action still shows up when user is in the "Relationships" tab on a profile record, even though the the Opportunities tables has been relocated to the "Engagement" tab on a profile record. Would be great for this action be relocated to show up when a user is in the "Engagement" tab as well.
2
votes
Sharon C
shared this idea
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Erin Osenbaugh
commented
My relationship managers are creating so many duplicate opportunities because of this. Please make it a priority!