Opportunity Custom Fields In Contact View
A
Account Account
Opportunity custom fields in the contact view are fantastic! They offer a unique and invaluable advantage by allowing you to incorporate precise information about a potential opportunity with a person or a company. Just imagine, when trying to sell a Service to someone, these custom fields enable you to effortlessly keep track of vital details such as their budget, timeline, and specific requirements. This incredible feature empowers you to personalize your approach and significantly enhances your likelihood of securing a successful sale. It's akin to possessing a powerful tool that enables you to truly comprehend your customers, anticipate their needs, and ultimately surpass their expectations. Therefore, it is without a doubt that utilizing these opportunities in custom fields can genuinely give you an unparalleled edge in your business endeavors!
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P
Pallavi Kothari
Merged in a post:
Detailed Opportunity View in Contact Record
M
Marphie Graboso
Please enhance the opportunity view in contact records to display more details for each opportunity, showing more information about their deals beyond just opportunity stages. This will provide a clearer, more complete view of deal information, similar to other CRMs that support data visibility for each opportunity.
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SuiteUpstairs Coaching
It would be nice if there was an icon on the right pane in the contact details for opportunities just like appointments that would bring in all the opportunity info.