How can we improve Sell?

Add estimated close date and probability to deal edit screen

So you can edit anything to do with a deal in one spot. For example, if I want to edit the owner and the probability, I need to change the owner on the deal edit screen and then change the probability on the deal view screen.

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Chris Murray shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • kenneth commented  ·   ·  Flag as inappropriate

    I do agree with this idea.

    Sales Forecasting rely on the few factors: % in stage of pipelines and estimated close date.

    When creating a new deal, there should be the fill-in for Estimated Close Date. This way we do not need to do double work by creating a deal, and later going into the deal to add in the estimate close date. So having the Estimated Close Date in the initial Deal creation should make sense.

    Please have it in soon! Thank you!

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